The WealthTech Platform for your Target Operating Model

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Service Packages

Combination of service packages customized to your target operating model. As easy as customizing a smartphone.

  • Service packages provided by Elinvar
  • Service packages provided by third parties
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Platform as a Service

  • Orchestrating all software and service packages
  • Multi-tenant solution
  • Modern cloud based tech stack
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Data Sources

  • Consistent, fully analyzable data management
  • Integration of historical user data
  • External data sources and market data

Elinvar Platform

Configure and use the Elinvar platform flexibly for your business model – as individually as your smartphone enables you. Combine service packages provided by Elinvar and third-party providers.

Manage all relevant wealth management processes via one platform and deliver the ideal client experience.

Service Packages

Configure the optimal solution for your individual Target Operating Model from our service packages and services by third-party providers. Customize by selecting benefits according to your needs.

The Elinvar platform covers the entire wealth management value chain and adapts to various business models.

Configure your optimal solution from a broad range of multifunctional service packages within the Elinvar platform and through our connection to third-party service providers. Decide for yourself which benefits you will use to optimally digitalize your unique selling points and core competencies.

The Acquisition and Coverage Process Onsite package allows the opening of a mandate and the subsequent adjustment of the investment strategy by the end client together with an advisor via an onsite process.

The Acquisition and Coverage Process Online package allows the opening of a mandate and the subsequent adjustment of the investment strategy by the end client solely via an online process.

The End Client Portal package gives access to the investor, including information about his/her portfolio and transactions, to view messages and documents, to view and edit master data and to communicate with the platform client.

The Portfolio Management package enables to effectively manage a variety of client portfolios using model portfolios and portfolio modules.

The Reporting package enables fully automated generation of reports for financial portfolio management, such as quarterly, loss threshold and ex-post cost reports.

The Advisory package enables the representation of processes related to securities advisory together with an advisor.

The Analytics package provides access to different dashboards around data available on the platform, e.g. analysis of performance, portfolio composition, etc.

The CRM package enables to view and customize investor data and securities accounts within the Elinvar portal.

The Invoicing package enables automated cost calculation and invoice delivery for end clients.

… and many more. We look forward to configuring your ideal solution together with you.

 

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Example for the service package CRM
Advisor access, onsite on the advisor tablet or online

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Example for the service package End Client Portal
Advisor access, onsite on the advisor tablet or online

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Example for the service package End Client Portal
End client access, onsite together with the advisor or online
Customization in your corporate branding

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Example for the service package Acquisition & Coverage Process
End client access, onsite together with the advisor or online
Customization in your corporate branding

The Acquisition and Coverage Process Onsite package allows the opening of a mandate and the subsequent adjustment of the investment strategy by the end client together with an advisor via an onsite process.

The Acquisition and Coverage Process Online package allows the opening of a mandate and the subsequent adjustment of the investment strategy by the end client solely via an online process.

The End Client Portal package gives access to the investor, including information about his/her portfolio and transactions, to view messages and documents, to view and edit master data and to communicate with the platform client.

The Portfolio Management package enables to effectively manage a variety of client portfolios using model portfolios and portfolio modules.

The Reporting package enables fully automated generation of reports for financial portfolio management, such as quarterly, loss threshold and ex-post cost reports.

The Advisory package enables the representation of processes related to securities advisory together with an advisor.

The Analytics package provides access to different dashboards around data available on the platform, e.g. analysis of performance, portfolio composition, etc.

The CRM package enables to view and customize investor data and securities accounts within the Elinvar portal.

The Invoicing package enables automated cost calculation and invoice delivery for end clients.

… and many more. We look forward to configuring your ideal solution together with you.

Portals

Two portals: Comprehensive support for advisors, 24/7-access for end clients

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The Elinvar Portal gives you access to our entire WealthTech platform. Configure the platform according to your needs and control all wealth management processes – from customer relations management to active portfolio management.  You decide what you need and how to utilize the platform: Choose from a wide range of benefits, combining the perfect solution for your business model.

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Via the End Client Portal your clients can access their assets, data and reports at any time – independently or together via your advisor tablet. This is the ideal basis for a personal consultation.

We are happy to consult with you personally.

You can reach us at contact@elinvar.de or by phone: +49 (0) 30 577 021 750