What is fundsaccess?
fundsaccess is a platform for digital investment advisory provided by fundsaccess AG. According to the vendor, the platform aims to connect investors, financial advisors, wealth and asset managers, and custodian banks, offering state-of-the-art financial technology to increase efficiency and strengthen distribution power. The platform is primarily targeted at B2B clients, including banks, insurances, wealth managers, broker pools and organizations, asset managers, and independent wealth managers. It caters to various professions and industries, such as financial advisory firms, retail- and private banks, asset managers, independent wealth managers, broker pools and organizations, and insurance companies.
