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Location Head Office

pinar 5
Madrid
ES

Telephone

+34636814186

Contact

Ignacio Pedrosa
[email protected]

Openadvice

Allows any institution to propose financial planning and investment solutions to their clients – from exhaustive research of customers’ expectations and needs.This useful tool allows a high quality customer advisory through an attractive and personalised model and the tracking of that assessment.

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Openmonitor

A solution which helps monitor the sales advisory business according to the specifications identified during the analysis stage and adapted to the established sales hierarchy. Portfolio monitoring by advisor: by valuation, diversification, risk, yields, movements…

Openfinancialplanning

This solution offers the advisor the possibility of presenting the client with a high value added personalised simulation in a straightforward, rigorous and user-friendly manner. In the current climate it provides entities with a competitive advantage.

Openwokplace

Openworkplace® is a strategic partner in the process of capturing and advising Private Banking clients. This solution is a powerful management tool when it comes to dealing with our financial services clients as it provides a comprehensive overview for providing sales advice. Open, secure, modular.