Email Contact Phone Company Visit Website

Location Head Office

pinar 5
Madrid
ES

Telephone

+34636814186

Contact

Ignacio Pedrosa
[email protected]

Openreporting

This solution offers the most comprehensive reporting tools to generate reports which can be adapted to the depth of the analysis and advice needed both by the client and the sales advisor. Gips standard, Performance & Risk Atributtion, web access for clients. Multilingual & multicurrency.

View other products from Openfinance

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…

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.

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.