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What is OpenSolution?

OpenSolution by Openfinance is a cutting-edge platform for wealth and portfolio management, designed to meet the needs of financial institutions and wealth managers. It provides a full suite of tools to handle everything from client onboarding and portfolio management to reporting, compliance, and advisory services. The platform's modular structure ensures that businesses can tailor the solution to their specific needs, whether they are managing high-net-worth individuals or handling corporate portfolios. With built-in regulatory compliance, real-time risk monitoring, and automated reporting features, OpenSolution reduces operational risks and improves efficiency. The integration with various third-party tools and APIs further enhances its capabilities, making it an ideal choice for firms looking to optimize client relationships and streamline their operations.

What is MoneyWare?

MoneyWare serves as an all-encompassing Wealth Management platform that allows wealth managers to efficiently oversee their entire business operations, effectively merging front and back office functions and removing the necessity for multiple disconnected systems. This innovative platform is designed to address a wide variety of client demographics, encompassing ultra-high-net-worth individuals, affluent clients, and both individual and multi-family offices. The software suite is highly customizable and crafted to align with the specific requirements of its users, focusing on critical elements such as client management, financial advisory services, portfolio management, compliance, as well as detailed client reporting and accounting. Furthermore, solutions like MoneyWare provide a spectrum of services, including discretionary, non-discretionary, and advisory features, which enable wealth management firms to proficiently meet the varied financial demands of their clientele. By consolidating all these capabilities into a single platform, MoneyWare not only boosts operational efficiency but also simplifies workflows for professionals in the wealth management industry. This comprehensive approach ultimately leads to enhanced client satisfaction and stronger relationships built on trust and tailored service.

Media

Media

Integrations Supported

Vertalo

Integrations Supported

Vertalo

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Openfinance

Date Founded

2002

Company Location

Spain

Company Website

openfinance.es/index.php/en/explore-opensolution/

Company Facts

Organization Name

Miles Software (EbixCash)

Date Founded

1999

Company Location

India

Company Website

www.milessoft.com/wealth-management-solution/

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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