The wealth management platform for wealth and financial advisors, family offices and banks
The financial advice of the future
OWNLY Advisor supports you in managing your clients' assets with powerful features such as analyzing securities portfolios by sector, asset class, or currency area. Furthermore, you can individually expand the platform, for example, by implementing ESG scores or other specific features – tailored to your needs.
Our team of highly qualified developers allows you to fully customize dashboards and reports and program additional features tailored to your needs. This ensures OWNLY Advisor remains flexible and grows with your needs.