Im Zeitalter niedriger Zinsen und der Anhäufung von Bargeld auf Giro- und Sparkonten haben Kreditinstitute verschiedene Strategien ausprobiert, um das angesparte Barvermögen in ein gebührenpflichtiges Anlagegeschäft zu konvertieren. Ein Blick auf die Ergebnisse zeigt jedoch, dass diese Versuche bestenfalls nur teilweise erfolgreich waren. ...
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Hybrid Robo Advisor
Portfolio Health Check
Financial Home Asset 360
Financial Planning
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Private Banking
Our Solutions
Hybrid Robo Advisor
Portfolio Health Check
Financial Home Asset 360
Financial Planning
Advisor Software
Asset Management
Our Solutions
Hybrid Robo Advisor
Portfolio Health Check
Financial Home Asset 360
Financial Planning
Advisor Software
Insurance & Distributors
Our Solutions
Hybrid Robo Advisor
Portfolio Health Check
Financial Home Asset 360
Financial Planning
Advisor Software
Portfolio Health Check: Get a 2nd opinion on your investments
Let your client connect portfolios from 3rd party banks in order to analyze and benchmark the portfolio’s performance, risks, diversification, costs and much more. With our portfolio management software, you can now show recommendations for your client’s portfolio.
As one of Germany’s fastest thriving Fintech companies, we have received prestigious awards for both growth and employee satisfaction.
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Winner 2020 – Scale-up Pitch Award
Wealthtech 100: Regarded as one of the world’s most innovative WealthTech companies
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Stevie Award 2016:
Regarded as the best management team of the year
Stevie Award 2016:
Honored as Germany’s Technology Startup of the Year
Grundszene 2017:
Honored as one of the fastest growing startups in 2017
CIO Outlook 2018:
Honored as Top Banking Technology Software 2018
Kununu:
Awarded from our colleagues as a great place to work
Wealthtech 100:
Regarded as one of the world’s most innovative WealthTech companies
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News and trends about digital wealth management and investment.
2021 – das Jahr in dem Robo Advice endgültig erwachsen wird.
Eine Einschätzung von Friedhelm A. Schmitt 2020 wird ohne Frage als ein außergewöhnliches Jahr in die Geschichtsbücher eingehen. Die Corona Pandemie hat weltweit zu Verwerfungen, Umwälzungen aber auch Beschleunigungen geführt, die – wie immer bei disruptiven Ereignissen – so vor einigen Monaten noch nicht absehbar waren. Doch was bedeutet all ...
