Ready to transform and enhance your clients' wealth journey?
With the most advanced digital toolbox in the industry, discover how Linconomy provides all the digital tools you need, in one place, to optimize your clients’ wealth management.
Centralized
Dashboard
One dashboard providing you and your clients with a detailed view of aggregated wealth. From real estate to pensions, all financial data is accessible in one centralized location, with options for both high-level and detailed views.
Portfolio Aggregation
and Management
Look in one place for your clients portfolio data. Our wealth management software aggregates all portfolio data, allowing you to work efficiently at either single portfolio level or an overall aggregated level.
Detailed
Asset Breakdown
In our detailed asset breakdown, we have included fund allocation look through to ensure the best possible basis for analysis and calculations.
Advanced Investment Performance Analysis
Whether analyzing a single portfolio or aggregated data, our tools provide the flexibility to dive deep into investment metrics and performance real-time, near-time or end of day.
Scenario
Simulation
Test various financial scenarios with Linconomy’s simulation tools. Set your own custom parameters and simulate the impact on your client’s portfolio.
Risk Analysis
Crucial for understanding asset allocation and managing risk, our platform offers a comprehensive analysis on either a single portfolio or on an aggregated level.
Sustainability
Analysis
Our sustainability analysis module allows you to evaluate the environmental and social impact of investment choices based on available data
Top-of-the-Line Reporting Function
Generate and send tailored reports to your clients within minutes. Choose the specific features and figures to include, and schedule automated reports at your desired intervals. Linconomy’s advanced reporting function ensures that your clients receive accurate, customized updates effortlessly.
