finconomy AG finconomy AG

The all-in-one solution for your advisory process

The evolution in investment advice
www.fundsaccess.com


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 investment advice.

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.


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