How they describe themselves: At Openfinance we are experts in financial technology who value simplicity. Our mission is to deliver outstanding front-office solutions for private bankers and Affluent advisors. We are a highly experienced team of independent professionals in the private banking and asset management world, and over the last 9 years more than 50 European institutions have placed their trust in our financial management tool, Openworkplace. Openworkplace is a strategic partner in the process of attracting and advising Private, Personal and Affluent Banking clients; it also provides a global view of business trends, providing reliable criteria to enable appropriate decision-making.
How they describe their product/innovation: Openworkplace provides a single point of access to global client information, allowing advisors to quickly prepare reports, investment proposals and financial planning, and also offer portfolio rebalancing and optimization. Openworkplace is enriched with a marketplace for functionalities that can be deployed by third-party developers and integrated seamless into the Openworkplace solution. On the other side, all functionalities at Openworkplace are available for apps developed by other companies and published on other devices (like iPads or smartphones). The main feature we´ll demo is how a typical Openworkplace functionality, portfolio reporting, is enriched by adding new functionalities through an administration screen.