Next-Generation Wealth Management
Modernize and digitalize your clients wealth management.
A quick guide to us
At Linconomy the whole team strive to have the client in focus in all aspects of what we do.
We do our best to match our capabilities in a way that support the best user experience on our platform.
We offer you and your clients a unique solution
Comprehensive Wealth Management Overview
Linconomy provides a unified view of your client’s diverse wealth sources, including real estate, investment portfolios, mortgages, and pensions.
24/7/365 Real-Time Reporting
Access detailed and customizable wealth reports anytime with Linconomy’s real-time financial reporting tools. Whether you need a summary or in-depth investment analysis, our wealth management software delivers accurate insights on demand.
Holistic Financial Insights and Portfolio Management
Linconomy offers financial advisors a full, holistic view of all client assets in one place. This comprehensive wealth management tool simplifies follow-ups, performance tracking, and strategic financial planning.
Secure Client Communication Platform
Featuring a built-in, encrypted communication tool for secure interactions with clients, our platform ensures that all data exchanges comply with stringent data protection regulations, providing a safe space for financial advisors and their clients to communicate.
Comprehensive Wealth Management Overview
Linconomy provides a unified view of your client’s diverse wealth sources, including real estate, investment portfolios, mortgages, and pensions.
24/7/365 Real-Time Reporting
Access detailed and customizable wealth reports anytime with Linconomy’s real-time financial reporting tools. Whether you need a summary or in-depth investment analysis, our wealth management software delivers accurate insights on demand.
Holistic Financial Insights and Portfolio Management
Linconomy offers financial advisors a full, holistic view of all client assets in one place. This comprehensive wealth management tool simplifies follow-ups, performance tracking, and strategic financial planning.
Secure Client Communication Platform
Featuring a built-in, encrypted communication tool for secure interactions with clients, our platform ensures that all data exchanges comply with stringent data protection regulations, providing a safe space for financial advisors and their clients to communicate.
Features for enhanced workflows
Learn more about how Linconomy can help with all the tools you need in one place.
Testimonials
What is our customers saying about us.
Linconomy as a Gamechanger: Peder Bay-Jensen’s Journey Towards the Future of Wealth Management
Peder Bay-Jensen brings years of experience from the financial sector, having developed a strong understanding of products and concepts for private customers during his extensive
Thank you, Copenhagen Fintech
Thank you, Copenhagen Fintech. Looking forward to be part of the community.
Kontakt
+45 50 76 40 00
info@linconomy.com
Kontor adresse
Strandvejen 100
2900 Hellerup
Denmark
