The market-leading infrastructure solution for full focus on the customer
fundsaccess is the market-leading software-as-a-service solution for fully compliant and advisor-friendly
Our modular platform supports the advisor in his daily work with the client – no matter if you are in retail
banking, private banking or wealth management. We automate workflows throughout the advisory process including
client profiling, investment plan development and on-going reporting. We guarantee full regulatory compliance
throughout the entire workflow.
Our platform enables the advisor to focus on his core task: finding the best solution for his or her clients.
Customer management, investment proposal, transaction handling and reporting
Market leader with leading financial services firms as clients
As an independent B2B player we understand your requirements and stand by your side
Our cutting edge platform and its technology are unparalleled in the market