Personalised AWM Journey with Finmars’ Marketplace
Implementing a new digital Portfolio Management System (PMS) is a significant decision, requiring not just financial investment but also internal resources to train teams, adapt processes, and drive change. Choosing the right, future-proof solution is essential to avoid ongoing implementation challenges and ensure scalability for future needs.
Many digital platforms offer only a fixed set of tools, limiting flexibility and leaving organizations to adapt their processes to the system – rather than the system adapting to them. This one-size-fits-all approach often falls short of meeting the diverse needs of modern banks and investment companies.
At Finmars, we offer a flexible marketplace that grows with your strategy. It’s a custom solution development enable an open approach and seamless adaptation to change, whether through ready-to-use tools or tailored solutions built independently or with partners.
The Finmars Marketplace empowers our clients and partners to showcase and offer their unique add-ons, enhancing the platform’s capabilities and tailoring it to the specific needs of each user. You are not limited to your own resources or the Finmars R&D team – the customization tools and partner solutions are accessible for your needs, now and in the future.
From digital AWM reporting and seamless data export tools to customizable dashboard layouts and other tools improving AWM efficiency and security, the Marketplace opens up a range of opportunities.
How does it work?
Users can browse through the available add-ons, select the ones that best fit their needs, and seamlessly integrate them into their interface for a truly personalized experience.
At Finmars, we believe that the future of digital wealth management lies in flexibility and collaboration. The Marketplace is just the beginning of creating an ecosystem that grows with you.
