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Our most successful collaborations:
Private banking and wealth management in your pocket
Our success story with Schelhammer Capital Bank
financeManager has its origins in the collaboration between finAngel and Schelhammer Capital Bank AG. Originally, Dr Mustafa Radi was hired to create a commission accounting and reporting system for sales partners. When the commissioned company, in which he acted as head of development, went bankrupt, Mr Radi set up his own business with the support of Schelhammer Capital Bank in order to implement the first version of the software in the years that followed.
Thanks to the close collaboration, financeManager has been continuously adapted to emerging needs. It has become a comprehensive asset management platform and, in the eyes of Constantin Veyder-Malberg, is particularly characterised by its risk management, among other things. A stringent guardrail system allows portfolios to be monitored automatically and managed optimally.
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Fully digitalised banking process for external distributors
From consulting to order processing through to automated order management
We were asked to develop a completely digitalised and automated solution for the platform, a leading custodian and service bank in Austria. financeManager covers the entire advisory process and ensures transparency through standardised views for customers, advisors and the platform. Since its founding, the platform has offered independent investment advisors a cost-effective and user-friendly all-in-one custody account.
The solution enables low processing costs, high margins for advisors and unrestricted access to financial products. As part of the GRAWE Group and operated by Schelhammer Capital Bank AG, the platform is characterised by automation and compliance security. Its successful digitalisation and ongoing development make it an indispensable partner for investment advisors and customers.
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