Empowering wealth managers to reach, engage and serve new audiences, at scale, via our content-rich investment platform
OpenInvest is a leading financial services provider committed to empowering wealth managers and transforming the investment landscape. Based in South Yarra, Victoria, OpenInvest delivers a content-rich investment platform that enables wealth/asset managers, advice firms, and stockbrokers to reach, engage, and serve new audiences at scale. OpenInvest is located at 11 Wilson St, South Yarra, Victoria 3141, AU.
Through innovative technology and a comprehensive suite of services, OpenInvest supports partner firms in offering their own and third-party model portfolios and content. This approach allows them to connect with new clients and cultivate existing relationships digitally, expanding their reach and enhancing client engagement. OpenInvest's dedication to excellence and forward-thinking solutions positions it as a key player in the financial services sector.
OpenInvest continues to drive growth and innovation in the financial services industry. We invite the manager of OpenInvest to create a customized and exclusive company showcase and product listing on our platform to further highlight OpenInvest's unique offerings and capabilities. This will provide an excellent opportunity to connect with a wider audience and maximize your commercial potential.
OpenInvest est un fournisseur de services financiers de premier plan qui s'engage à donner aux gestionnaires de patrimoine les moyens d'agir et à transformer le paysage de l'investissement. Basée à South Yarra, Victoria, OpenInvest fournit une plateforme d'investissement riche en contenu qui permet aux gestionnaires de patrimoine/d'actifs, aux cabinets de conseil et aux courtiers en bourse d'atteindre, d'engager et de servir de nouveaux publics à grande échelle. OpenInvest est situé au 11 Wilson St, South Yarra, Victoria 3141, AU.
Grâce à une technologie innovante et à une suite complète de services, OpenInvest aide les entreprises partenaires à proposer leurs propres portefeuilles modèles et contenus, ainsi que ceux de tiers. Cette approche leur permet d'établir des liens avec de nouveaux clients et d'entretenir les relations existantes par voie numérique, en élargissant leur portée et en améliorant l'engagement des clients. Le dévouement d'OpenInvest à l'excellence et ses solutions avant-gardistes en font un acteur clé du secteur des services financiers.
OpenInvest continue de stimuler la croissance et l'innovation dans le secteur des services financiers. Nous invitons le directeur d'OpenInvest à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre en évidence les offres et les capacités uniques d'OpenInvest. Cela constituera une excellente occasion de se connecter avec un public plus large et de maximiser votre potentiel commercial.
Compare OpenInvest with 3 companies in Financial-Services
| Comparison Field |
OpenInvestMain Company |
PraemiumView Profile |
DOMINIONView Profile |
Tw
Twiga LoansView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2001 | 2018 | 2018 |
|
Company Size
|
— | 201-500 | 51-200 | 2-10 |
|
City
|
South Yarra, Victoria | Melbourne, Victoria | St Peter Port, Guernsey | |
|
Country
|
Australia | Australia | ||
|
Skills & Keywords
Comparing with main company
|
12 Total Skills
Financial Services
Investment Platform
Wealth Management
Managed Accounts
Fintech
Portfolio Management
Digital Investing
Portfolio Administration
SMSFs
Managed Portfolios
Online Marketplace
Investment Services
|
22 Total
22 Unique
Unique Skills:
Alternatives
Corporate Actions
Digital Engagement
ESG screening
ETFs
Investment Governance
+16
|
3 Total
3 Unique
Unique Skills:
Capital Protection
Investment Funds
Long Term Savings
|
5 Total
5 Unique
Unique Skills:
Financial Inclusion
Innovative credit scoring
Loan products
Tech startup
Unsecured & secured personal/business loans
|
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