Fundsaccess

fundsaccess is one of the leading SaaS providers of digital advisory technology in the German-speaking market and the market leader in the German IFA segment with a market share of about 40%. fundsaccess offers white-label technology along the entire advisory process and serves well-known insurance companies, wealth managers, financial advisory firms, and broker pools. The product range includes investment advisory and portfolio optimization systems, client and advisor portals, product databases, and a multi-custody client management system.