The wealth management sector has been notoriously slow to digitise, especially when compared to the numerous Fintechs and Neobanks pushing the boundaries within the financial sector. Looking to change this is Elinvar.
Its platform connects all points of the wealth management ecosystem: banks, portfolio managers, other third party providers, such as market data or KYC service and the clients investing.
The platform digitizes much of the operations, client onboarding, relationship management, onsite advisory support, reporting, and invoicing. Looking ahead and off the back of capital injection in 2022, Elinvar plans to develop the product to support increasingly complex business models and more self-customization options.
Steph
Company Specialist at Welcome to the Jungle