Name: Elinvar
Author: Elinvar

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Functional Testing

Development

Business Intelligence (BI)

Collaboration

Data Extraction

Dropshipping

Emissions Management

Intellectual Property (IP) Management

Privacy Policy Generators

Statistical Analysis

Workflow

Enterprise

Accounting

Accounts Payable

Crypto Tax

Online Trading

Subscription Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Compliance

HR Management

Payroll

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

AI Governance

Authorization

Cloud Storage

Custom Software Development Services

Data Center Virtualization

DevSecOps

Fraud Detection

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Public Cloud Infrastructure

Network Performance Monitoring

Secure Email Gateway

Sensitive Data Discovery

Session Border Controllers

System Monitoring

Time Series Databases

Tower Servers

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Content Management

Email Marketing

Market Intelligence

Marketing Automation

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Lead-to-Account Matching and Routing

Sales Enablement

Sales

Cloud Infrastructure Entitlement Management

Secure Service Edge (SSE)

Security

Architecture

Banking

Digital Forensics

Financial Services CRM

Internet of Medical Things

Vertical-Specific

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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.

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

ECOS

Elinvar

Investment Portfolio Management

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Elinvar

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What is Elinvar?