The market-leading infrastructure solution for full focus on the customer
fundsaccess is the market-leading software-as-a-service solution for fully compliant and advisor-friendly investment advice.
Our modular platform supports the advisor in his daily work with the client – no matter if you are in retail banking, private banking or wealth management. We automate workflows throughout the advisory process including client profiling, investment plan development and on-going reporting. We guarantee full regulatory compliance throughout the entire workflow.
Our platform enables the advisor to focus on his core task: finding the best solution for his or her clients.
