Fundsaccess

Company Description

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.

Main Sectors
Data & Analytics
Employees
11-50
HQ Country
Germany
HQ City
Munich

It looks like you're using Safari. Our app may currently have some issues with this browser. To fix this, please try opening the app in full-screen, turning off the 'Prevent cross-site tracking' setting, or using a different browser.

Okay