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Digital Wealth Management: Munich-based FinTech collaborates for a better service

The Munich-based FinTech WeAdvise starts cooperation with the software company PSplus. Together they want to offer a total solution for independent asset managers and financial service providers.

The combined offer of both companies includes digital onboarding, an end customer portal, multi-bank reporting, and asset and portfolio management solutions. This should encompass all components of asset management, from paperless and signatory securities account opening to portfolio management and ongoing customer reporting.

As part of this strategic cooperation, WeAdvise from Munich offers a white-label solution and robo-advice technology that can be adapted to the respective asset manager.

“With our combined offer, we cover the entire steps of asset management together. For an independent asset manager, we offer a best-of-breed solution that uses the best solution for every segment of the value chain, “says Christian Ropel, co-founder of WeAdvise.

Munich-based FinTech WeAdvise wants to become a digital partner for independent asset managers, as Ropel explained in an interview with Citywire Deutschland.

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