... build your own business!

Using OpenAPI, you can implement any business logic, frontends and apps based on our core software.

Implementation examples from recent years

Insurance solution

  • MiFID II compliant advisory solution for unit-linked life insurance
  • Integrated customer and consultant portal
  • Complex order management
  • Automated buying and selling analysis
  • Optimized portfolio monitoring

Processing solution

  • Processing of the entire securities business of external distributors (e.g. Swiss Life, Surpris, OVP, FinanzAdmin, Ariconsult) via the platform as a custodian bank
  • Offers all the advantages of financeManager
  • Integrated customer and consultant portal
  • Fully electronic customer-, account- and custody account management for third-party distributors
  • Automatic portfolio monitoring
  • For Web, iOS and Android

Robo Advice Solution

  • Detailed portfolio analysis
  • Automatic creation of buy and sell orders based on a predefined product range
  • Automatic textual justification for buy and sell transactions (expert system)
  • Portfolio optimization based on risk and/or fees
  • Automatic adjustment of the portfolio to the customer profile
  • Automatic offer creation with individual editing option

Banking Solution

  • Full banking solution for private banking as well as online banking
  • MiFID II compliant advisory process with suitability- and appropriateness test and detailed fee disclosure for all securities transactions
  • Integrated customer and consultant portal
  • Fully electronic customer-, account- and custody account management
  • Automatic portfolio monitoring (according to MiFID and more)
  • For Web, iOS and Android

MiFID II Consulting Portal

  • A cooperation with GRAWE Gruppe AG and Die Plattform
  • MiFID II compliant advisory process with suitability- and appropriateness test and detailed fee disclosure for all securities transactions
  • Fully electronic reconciliation with custodian bank
  • SaaS (Software as a Service) – rent instead of buying
    For a small monthly fee, you get software that otherwise only large institutions can afford (e.g. infrastructure, cloud solution, quote supply, securities information, ...).
    For more details, please contact us!

Affiliated Consultancy Firms

Guiding Innovators Hub Vienna

  • Founded in 2020
  • Goal: liberate innovation potential
  • Organizational growth as a key to economic success of companies
  • Together with excellent founders we build resilient companies for a digital future
  • Establishment as a European hub for Organic Venture Building
  • Developing ecosystems in the fields of fintech, blockchain, cyber security and e-commerce together with its European partner network
  • Dipl.-Ing. Dr. Mustafa Radi as a technology consultant for startups
  • Further information at https://hub.guidinginnovators.com
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