Elinvar

Elinvar is a digital platform developed by Elinvar GmbH, designed to provide wealth and asset management solutions for mid-sized to large financial institutions. This platform caters to various professions and industries, including banks, asset managers, independent financial advisors, wealth managers, and financial planners.

Key Features

Configurable WealthTech Platform: According to the vendor, Elinvar offers a highly configurable platform that allows financial institutions to digitize their wealth management business models. It provides the ability to customize solutions based on individual target operating models, covering the entire value chain of wealth management.

Comprehensive Service Packages and Integrations: Elinvar provides a variety of service packages and offers third-party integrations, giving financial institutions access to a wide range of functionalities within the platform. This includes features such as CRM, portfolio management, reporting, advisory, analytics, and more.

Dual Portals for Advisors and End Customers: Elinvar offers two portals, one for advisors and one for end customers. According to the vendor, advisors can access the platform on tablets or online, while end customers have 24/7 access to their assets, data, and reports through the end customer portal.

Personalized Advisory Conversations: Elinvar facilitates personalized advisory conversations by leveraging real-time data. According to the vendor, this feature enables financial institutions to provide tailored investment recommendations based on client goals, risk tolerance, and market conditions.

Efficient Client Onboarding: Elinvar streamlines the client onboarding process through digital tools. Financial institutions can collect and verify client information, perform KYC checks, and automate the creation of client accounts, aiming to ensure a seamless and efficient onboarding experience.

Comprehensive Reporting and Analytics: Elinvar offers robust reporting and analytics features, empowering financial institutions to generate detailed reports on client portfolios, performance, and investment strategies. The platform provides customizable reporting templates, data visualization tools, and real-time analytics for informed decision-making.

Efficient Trading and Execution: Elinvar facilitates efficient trading and execution of investment orders by integrating with various marketplaces and trading venues. The platform supports multiple asset classes, including equities, fixed income, funds, and alternative investments.

Automated Compliance and Regulation: According to the vendor, Elinvar helps financial institutions comply with regulatory requirements by automating compliance checks, monitoring investment restrictions, and generating regulatory reports. This aims to ensure adherence to industry regulations and reduce manual effort.

Seamless CRM Integration: Elinvar seamlessly integrates with customer relationship management (CRM) systems, enabling financial institutions to synchronize client data, streamline communication, and enhance client relationship management. According to the vendor, this integration ensures a seamless flow of information between Elinvar and the CRM platform.

Secure Digital Document Management: Elinvar offers a secure digital document management system that allows financial institutions to store and manage client documents. The platform supports document upload, storage, retrieval, and sharing, aiming to ensure easy access to important client-related information.