fundsaccess
HQ Address
Lyonel-Feininger Str. 28, 80807 Munich, Germany
Website Address
Business introduction
The Platform for Digital Investment Advisory
Delivering Value for Your Clients, Your Advisors and Your Organisation
Customers are only inspired if you exceed their expectations
An excellent team of open-minded colleagues, 50 B2B clients with more than 20,000 advisors and over 22 years of innovation at the highest quality have made fundsaccess the German market leader for digital advisory technology.
As an independent technology provider, fundsaccess combines investment and distribution know-how with professional IT skills to develop and operate a user-friendly and regulatory compliant technology platform.
The long-standing expertise ensures profound support our clients can rely on.
fundsaccess Solutions
fundsaccess
Advisory Platform - deliver personal and digital advice Onboarding - convert prospects into clients Order management - handle transactions efficiently Client portals & reporting - ready for digital interaction Advisor applications - strengthen distribution networks Fund data and factsheets - provide the right information Secure data center operations - stability and data security guaranteed ...
