Business Cases
-
Advisory Relationship Management
OpenworkplaceThis management tool provides a complete financial overview of clients' information and integrates a strategic vision for their commercial advisement.
-
Portfolio Reports
OpenreportingOpenreporting provides a powerful tool to generate portfolio reports with value-added information related to your clients' portfolio.
-
Advisory Tools
OpenadviceOpenadvice offers financial firms a tool that automates the advice management process and is customised to the strategy of your company specific needs.
-
Financial Planification
OpenfinancialplanningOpenfinancialplanning is a tool to more fully help financial and insurance companies to choose the right investments in order to meet their clients' objectives.
-
Commercial Monitor
OpenmonitorOpenmonitor facilitates monitoring of the activity of commercial advice in relation to the specifications defined in the analysis phase, being always adapted to the commercial hierarchy established, in addition to the control of investments and identification of imbalances.
-
Portfolio Tools
OpenportfolioOpenportfolio facilitates portfolio monitoring, management and control by tailoring these tools to each portfolio manager's needs. The results obtained with this tool provide quality information in the form of completely rigorous reports.
-
Reporting Online
OpenwebAggregation of financial products to enable individuals and companies access to their financial position through the comprehensive portal of the entity.
-
Factsheets
OpenproductsSimple and effective full information about the financial instrument (shares, funds, SICAVs, ETFs, ..) whose characteristics are to show.
-
Advisory & Portfolio Management
OpenadvisorOpenadvisor is technological solution for financial advisory and portfolio management designed for financial advisory services providers, IFAs. It covers portfolio management and control-related needs, offering a great added value.
-
Real Estate Assets Valuation
OpenrealestateOpenrealestate model allows incorporating customers' real estate assets into their total position through its land survey number, obtaining this way a truly comprehensive report on all the customer's assets, both movable and real estate.
-
Information & Transaction Portal
OpenmarketsOpenmarkets allows any organization to build, create or improve its financial portal and carry out the transactions related to online banking and brokerage, intranets, etc.
-
Financial Analysis
OpenresearchOpenresearch automates the flow of information within the members of a financial analysts department and collects all the information in a "Common Data Repository".