Advisory & Portfolio Management

Openadvisor
Openadvisor 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.

By complying with the MiFID directive, they can advise their clients and monitor the proposals made.

 Download Openadvisor fact sheet

 DEMO Openadvisor

Project financed by: