financeManager

The modern banking platform for sales and asset management

By streamlining, modernizing and automating your processes across all affected departments, we create synergies and make your bank efficient, scalable and future-proof.

Let's get in touch

financeManager

The modern banking platform for sales and asset management

By streamlining, modernizing and automating your processes across all affected departments, we create synergies and make your bank efficient, scalable and future-proof.

Let's get in touch

Your success is our goal.
Contact us now!

Your success is our goal!

Let's create your ideal solution

Many sales channels - one solution

Whether corporate clients, wealth management and private banking, branch business or external sales, with financeManager you are opting for an innovative platform in which you can manage, support and optimally advise your clients - when, where and how they want it.

Integrated asset management efficiently supports your sales force with standardized model portfolios for every type of investment.

Let's create your optimal solution

All-in-one: one platform for all the bank's needs

One platform for all customer groups. Is that realistic?

With financeManager, we have created a solution that enables you to optimize your advisory and settlement processes across all relevant customer groups and at the same time create efficient and modern solutions for the individual requirements of each department.

Connect your sales teams with the necessary departments and offer each customer group a customized user experience with a variety of functionalities.

Self-investment

Institutional business

Plant seedling grows from a jar filled with coins

Retail

Asset management

Private Banking and Wealth Management

External sales

Family Office

Older buildings in the foreground, modern glass front behind them

White Label Banking

How can we help you? Let's talk about your needs to work out the optimal use case for you. That way, we can customize financeManager just the way you need it.

Let's talk about your needs

All-in-one: Infinite possibilities in one solution

CRM

Investment advice

Commission
management

Onboarding

Order management

Modem to which some cables are connected

Technology & administration

Young man uses his smartphone with coffee in his hand

Customer
Engagement

Visualization
& Reporting

Asset management

Fingers typing something into a keyboard

Compliance

Are you aware of these challenges?

Frustration over unequal software

Different backend systems and countless applications hinder efficiency and the rapid implementation of new requirements.

Inefficient workflows

A lack of automation impairs efficiency and scalability and leads to delays, errors and high costs.

Disjointed customer journeys

Inconsistent and heterogeneous processes hinder the cross-departmental alignment of sales and asset management.

Limited customer engagement and insights

Outdated portals lead to frustration among users and limit 360-degree advice across all assets, services and countries.

Compliance burdens

Data silos prevent a holistic overview of compliance-relevant key figures and make it difficult to effectively monitor and reduce the bank's portfolio risks.

Limited flexibility

A lack of functionality for portfolio analyses and the creation of personalized investment strategies reduces the quality of advice and customer satisfaction.

We offer innovative solutions with the financeManager!

Find out more now!

Increased transparency and security

Maintain an overview and minimize risks with our management dashboard:

Always and everywhere informed

Track your portfolios in real time, no matter when and where..
The clear dashboard provides you with all the relevant information at a glance.

Proactively recognize and manage risks

Our automated risk management system identifies potential risks immediately.
Define portfolio guard rails to avoid undesirable deviations.

Minimize liability risk

With our MiFID II workflow, you meet all regulatory requirements.
Automatically generated documentation and reporting reduce your workload and minimize your liability risk.

Opt for efficient and secure portfolio management with financeManager.

Increasing sales through innovative business models:

The financeManager makes it possible!

Modern IT architecture

Speed and flexibility: adapt your offering quickly to new market conditions and customer needs
International scalability: Expand effortlessly into new markets and increase your reach

Tapping new potential

Serve all customer groups: Whether self-investment, advisory or asset management - offer the right functionalities for every need.
Integrate new asset classes: Expand your portfolio and offer comprehensive 360-degree advice.
Simply onboard third-party distributors: Use functions such as white-label banking and integrated commission settlement for a simple onboarding process.
Optimize sales: Manage all sales units efficiently with our central sales dashboard.

Activating new business models is the key to success

Tap into new markets and customer potential.
Increase your sales and profits.
Position yourself as the innovative bank of the future.

Benefit from our expertise and let us take your bank to the next level together!

Improved quality of advice and customer satisfaction

Transformation of banking advice: away from pure processing and towards the customer experience.

Our solution supports you in this:

Comprehensive portfolio analyses: Gain new insights and use them for innovative consulting approaches.
Automated portfolio monitoring: Plan your consulting appointments efficiently and proactively.
MiFID II advisory workflow: fulfill all client requests flexibly and error-free..
Multi-device approach: Offer your customers hybrid or fully digital advice options.

Excellent advice as a competitive advantage: Position yourself as an innovative bank that offers its customers the best service.

financeManager Vermögensverwaltungsdashboard

Reduction operating costs

Surprise your customers with efficient and competitive service and take the pressure off your employees at the same time.

The financeManager offers you:

Significant reduction in pre- and post-processing times for your advisors
Automation of portfolio monitoring, documentation and reporting.
Efficient advice for small investors through automated workflows, model portfolios and robo-advice.
Reduced complexity and creation of synergies in your process organization through a cross-departmental solution.

Scaling without additional costs through process optimization and automation.

financeManager asset management dashboard

We optimize your processes, significantly reduce the number of your applications and increase the quality of service and advice.
You can look forward to delighted customers!

Would you like to work together on your success?

There is no other system that I have ever found that is so tailored to our needs as a standard product, because it is exactly what was developed for our bank - we can run the entire customer business through this system.

Constantin Veyder-Malberg,
Member of the Management Board of Capital Bank

Constantin Veyder-Malberg,
Member of the Management Board of Schelhammer Capital Bank

FUCHS | RICHTER Testing authority

With our private banking software financeManager, we have developed a solution that enables banks and asset managers to provide best-in-class advice to all clients in a cost-efficient and MiFID II-compliant manner. Schelhammer Capital works with financeManager and achieved first place in the overall ranking for private banking in 2024.

Handelsblatt highest grade "Summa Cum Laude"

Our software also impresses in asset management. Schelhammer Capital was awarded the highest grade "Summa Cum Laude" by the Handelsblatt.

Increase efficiency - reduce costs

Although the implementation of financeManager is not free of charge, it will save you a lot of money in the future. Our consultants will be happy to work with you to analyse the exact added value for your organization through the use of financeManager.

With our many years of experience in the introduction of financeManager in various banking organizations, we are at your disposal as a competent, flexible and fast implementation partner. Our team of experienced industry experts will provide you with technical support and professional project management right through to successful acceptance.

< 0,1%

Reduction of the error rate to below 0.1%

80%

Reduction of up to 80% in preparation and follow-up time during consultation

70%

Reduction of the applications used by up to 70%

< 0,1%

Reduction of the error rate to below 0.1%

80%

Reduction of up to 80% in preparation and follow-up time during consultation

70%

Reduction of the applications used by up to 70%

Get to know our services now

IT and Compliance - a secure and scalable platform

Do you have questions about implementation or the IT systems you use? Find out everything you need to know about integrating financeManager into your systems and how we can offer you unlimited scalability.

financeManager - SaaS

You do not need a large or specialized IT department to use financeManager. If required, we can take over the maintenance of the software solution and the entire infrastructure. These are operated on servers at our certified data center partner Adacor.

Adaptations and further developments can therefore be planned and implemented flexibly and independently of the existing backend or data center.

financeManager - data platform

Using state-of-the-art Open API technology and active interface monitoring, financeManager manages a network of contact points between the bank's backend and other internal bank systems or to third-party systems for market data, ratings or trading venues. As a result, financeManager can integrate new interfaces quickly and easily.

Available data is displayed, processed and fed back in role-specific dashboards. This visualization can take place in an existing front end or be made available via a separate financeManager front end.

financeManager - software architecture

The architecture of financeManager makes it possible to summarize and visualize all data across different areas. The resulting hierarchy enables both a complete overview of the portfolios and detailed views of individual branches, advisors, countries, etc.

With the established multi-client capability and comprehensive rights and role management, any structure on the customer and bank side can be flexibly mapped and reported.

Would you like to find out more about our IT architecture and compliance?

Arrange a demo appointment

Our standards

Our financeManager solution is available both "on premises" and as a SaaS solution and meets the current standards and certifications* for securities trading, relevant outsourcing, IT security and data protection.

Auditing according to ISO 27001
ICS according to ISAE 3402
Auditing in accordance with IDW PS 951 Type 2
ICS and auditing in accordance with the applicable EBA guidelines
Auditing according to ISO 27001

GDPR
MiFID II
FATCA
National securities trading laws such as WpHG, WAG

*Certified by our data center partner Adacor

Our solution partners:

Together with our solution partners, we provide you with a modern and future-proof all-in-one platform that accompanies you reliably and flexibly in your digitalization process.