Email Contact Phone Company Visit Website

Location Head Office

pinar 5




Ignacio Pedrosa
[email protected]


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.

View other products from Openfinance


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…


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.


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.