It is a robust solution, fully modular, scalable and flexible. It has been designed by experts and for experts and it adapts to the needs of the business models that management companies , companies and securities houses as well as banks require to automate their processes and make them more efficient, regardless whether this is for managing portfolios, providing investment advice, retaining clients or monitoring them.

With the Openworkplace SAAS solution financial entities can grow in the knowledge that they are offering the best service possible to their end customers, this package solution through software as a service (SaaS), offers is scalable and multichannel.

The customer don´t  need to worry about the acquisition or installation of hardware or new releases or maintaining the software. Everything is included so you can focus on your real business.

The flexible design of this product allows it to be scalable and will ensure that your company has all the controls and automation that allow you to comply with the regulatory requirements. With this solution your business will be able to evolve to the market at the pace you need in any stage of your business plan, you will be able to grow at the same time you optimise your network of advisers or agencies so they can strengthen the relationship with the final clients in a friendly and efficient manner.