fin|economy

• Finconomy AG establishes new operating unit ‚Digital Advisory‘ consolidating its solutions into a platform for hybrid investment advice

  03.12.2020 // Finconomy AG has consolidated itsventures fundsaccess AG and WeAdvise AG into one entity that will represent the new business segment ‘Digital Advisory’. By combining the two entities, the management teams of both ventures plan to create the leading tech provider for independent investment advice. Fundsaccess, the market-leading SaaS provider in the IFA segment, has so far been focused on onsite advisory solutions. WeAdvise has established a state-of-the-art white-label solution for digital wealth management, which is currently employed by over a dozen wealth managers and advisory firms. [...]

• BANKSapi receives BaFin approval as account information and payment initiation service

  14.08.2019 // BANKSapi, one of the leading banking as a service and bancassurance providers, has received BaFin approval as an account information and payment initiation service with immediate effect. The application was prepared with the support of the B2B Company Builder Finconomy AG without further external help. With the permission of BaFin, BANKSapi launches its PSD2 solution REG/Protect-as-a-Service. [...]

• BANKSapi steps up bancassurance activities with Franke und Bornberg Investment

  11.07.2019 // Munich-based PSD2 provider wins market-leading insurance analysis specialists Franke und Bornberg as partner to further expand its Banking-as-a-Service solutions and Data Analytics platform. BANKSapi expands its investor base to include renowned market participants from the insurance segment. The minority stake was held via a holding company of Franke und Bornberg and has already been completed. [...]

• WeAdvise announces equity investment by wealth managers and private bankers

  29.11.2018 // Independent wealth managers and private bankers see significant potential in the digital wealth management solution provided by the Munich-based white-label robo advisor. With the help of industry experts WeAdvise will be positioned as the leading digital platform for independent wealth managers. [...]

• BANKSapi starts digital insurance recognition based on account information: INSUR/Connect helps insurers to reinvent bancassurance

  16.05.2018 // BANKSapi extends its offering with the digital insurance recognition module INSUR/Connect. The module classifies financial transactions according to insurance products, automatically enriches them with insurance transactions, and creates a fully digital insurance folder. With the Software-as-a-Service model, insurers and financial sales companies benefit from PSD2 and can thus offer their customers a further innovative service. [...]

• WeAdvise launches as Germany’s first B2B robo advisor – New Finconomy AG venture offers white-label solution

  15.03.2018 // After several months in stealth mode, WeAdvise launches today as an independent white-label robo advisory platform that is fully focused on B2B clients. WeAdvise offers a robo advisory platform that is highly adaptive to the “look & feel” of its B2B clients’ corporate identity. WeAdvise allows its licensees to employ their own wealth management strategies. The platform is based on a software-as-a-service model with optional value-added services. [...]

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