The core activity of Fintama AG is the development of digital services and solutions for the financial industry, particularly in the area of wealth and asset management. This includes the conception and implementation of innovative investment products and processes, advising financial institutions on the digitization of their services, as well as the development of software solutions for the investment industry.
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Products & services
Industry:IT Consulting & Services
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OpenBanking Data Platform and Portfolio Analytics Platform (Hawkeye)
Modular OpenAPI data and portfolio analytics platform for wealth managers and family offices, with reporting for aggregated multi-custody portfolios, including crypto assets and non-bankables.
Data Platform (Hawkeye)
Secure data platform with access to data from multiple custodians, booking centers and systems via an OpenWealth-compliant API layer, including connectivity to custodians, exchanges and wallets.
Asset Servicing Platform (Hawkeye)
Asset servicing module for back-office teams to capture non-bankables, fees, adjustments and price updates, and to integrate with the data platform.
Analytics Platform (Hawkeye)
Analytics platform for real-time analysis on aggregated portfolio data with risk and performance contributions, attribution analyses, client statements and what-if analyses.
Goals-based advice
Advisory approach focused on investment goals instead of traditional risk profiling, emphasizing achievement of financial goals, cash flow targets and long-term client relationships.
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