Because Finmars isn’t just another fintech product it’s the beginning of a truly open financial data platform, built with the community, not just for it. If you are: A developer building innovative financial tools, A fintech seeking infrastructure that scales with you, Or a data-driven institution tired of vendor lock-in… The Finmars Community Edition is your playground.→ Self-host or deploy with partners→…
We had the pleasure of attending Nexus Luxembourg 2025 with the Finmars team — an incredible gathering of innovators, institutions, and builders shaping the future of finance. Our team was proud to share the Finmars vision: an open-source, modular, API-first platform that empowers financial institutions to analyze and report with speed and transparency. Whether plugging into existing AI…
Finance needs to open up. For too long, financial infrastructure has been locked behind proprietary systems: opaque, inflexible, and costly to scale. At Finmars, we believe it’s time for a shift.That’s why we’re going open source. We’re proud to announce that Finmars is becoming Europe’s first open-source platform for financial data management and regulatory reporting — designed to be:– Modular and composable– AI-native and automation-ready– Governed for trust and aligned…
Capgemini has recently published a report outlining the top trends in Wealth Management for 2025, categorized into three primary themes: 1. Customer-Centric ApproachA focus on customer experience and omnichannel interactions is central to the evolving Wealth Management landscape. Delivering a seamless and consistent experience under a unified brand is critical, requiring well-integrated systems. 2. Enterprise ManagementAchieving agility…
Market volatility continues to be a significant concern for investors. The key to navigating uncertainty lies in a well-diversified portfolio – and digitalization in AWM is redefining how investors achieve this. Digital tools are empowering more informed, agile decision-making, enabling portfolio diversification to become both smarter and more strategic. Here’s how digital wealth management can help investors…
As EY warns, wealth managers need to stay ahead of their clients’ rapidly evolving needs and expectations for digital transformation.Here are some recent findings that highlight distinct advantages digital platforms over traditional AWM services: 1. Access: Anytime, AnywhereDigital wealth management platforms provide 24/7 access to portfolios via user-friendly interfaces. This contrasts with traditional brokers, who often require scheduled…
As we step into the new year, the Asset and Wealth Management industry gains fresh momentum. Whether responding to year-end results, recharging for the year ahead, implementing innovative strategies, or adapting to new regulations, this is a pivotal moment for organizations and investors alike. In 2025, we wish all AWM professionals the ability to:– Access…
As 2024 comes to a close, we reflect on another year of advancing our vision: fostering an open, collaborative approach in the world of AWM digital tools. Our goal remains steadfast—empowering financial institutions with high-quality, fast, and cost-effective AWM data solutions. From firms managing a handful of connections to those handling thousands, the challenges of a fragmented market and…
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…
In recent years, during rapid fluctuations in global markets caused by unexpected geopolitical tensions and the pandemic, investors relying on outdated data suffered significant losses as stock prices plummeted within hours. Meanwhile, those with on-time portfolio state and reporting from advanced digital platforms were able to make quick, informed decisions, either mitigating their losses or…
