One platform, endless possibilities

Tailor the Elinvar platform to your individual business model. Manage all wealth management processes through a single platform and deliver the ideal customer experience.

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Comprehensive

The Elinvar platform covers the complete value chain of asset management.

From the client’s website to the consultation and the investor portal, we provide an ideal user experience for your clients. Simultaneously we manage all digital interfaces and digitally map all relevant investment processes.

Everything from a single source

From the very first online touchpoint, through the on-boarding and ending with automated reporting, Elinvar enhances all your client relations from a single platform with an outstanding user experience.

Connection of third-party service providers

Through our platform we manage all relevant connections of third-party service providers for you. Our “Plug & Play” approach offers you a wide range of different services, from identification and communication to custodian banks and market data.

Understand your customer

We help you understand your customer and provide data services to anticipate changes in user behaviour and client’s requests. Leverage our data services and rediscover your investor.