OWNLY
Curated by SignalWealth management software suite streamlining asset management for users.
Overview
OWNLY is a wealth management software suite designed to integrate various fintech tools aimed at improving the operations of wealth managers and financial advisors. The platform features capabilities such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, all within a single system. It employs artificial intelligence (AI) and machine learning for predictive analytics. OWNLY addresses the complexities associated with asset management by enabling users to aggregate accounts and portfolios from multiple financial institutions, including real estate assets. The platform is targeted at both individual users and financial advisors, providing organized access to bank information, portfolio insights, and property valuations. Additionally, it offers market reports and exclusive products to help users stay informed and compliant in a digital financial environment.
Key facts
- Founded
- 2015
- Headquarters
- Hamburg, Germany
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 9 products and services
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Contact
- Primary office
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- Phone
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