What is Fintama AG?
Fintama AG, based in Zurich, Switzerland, is a forward-thinking company dedicated to helping wealth and asset managers stay relevant—not just for their clients, but also for shareholders and society at large. They do this through a unique blend of software products, out-of-the-box innovations, and passionate expert teams. As a proud member of the OpenWealth Association, Fintama brings together business expertise and design, distilled into software crafted by some of the best architects and developers in the industry.
Main Benefits of Fintama’s Offerings
Fintama’s solutions and services come packed with value. Here are some key highlights:
- Modular OpenAPI data and portfolio analytics platform called Hawkeye, enabling state-of-the-art reporting and advanced portfolio analytics on aggregated multi-custody portfolios, including crypto assets and non-bankables.
- Secure and reliable data access from multiple custodians, booking centers, and crypto exchanges through an OpenWealth compliant API layer.
- Back-office enrichment capabilities for non-bankable assets, fees, corrections, or price updates via the Asset Servicing module.
- Real-time risk and performance analytics with pixel-perfect reports that truly stand out from the competition.
- Innovative goals-based advice focusing on clients’ financial objectives rather than traditional risk profiling.
- Mass-customization of mandates, enabling banks to offer tailored investment solutions at nearly zero marginal cost.
- Tailored thematic investment advice that respects clients’ preferences on sustainability and impact investing.
Solutions That Drive Tomorrow’s Investment Industry
Fintama’s convictions are clear: leverage blueprints, concepts, and prototypes to create new propositions and product offerings that will shape the investment industry of tomorrow. This forward-looking approach means clients get access to innovative tools and strategies designed to keep them ahead in a rapidly evolving market.
Comprehensive Services Backed by Expertise
The company’s multi-disciplinary teams bring together investment management, experience design, and technology expertise to support product development from start to finish. Whether it’s business design, experience design, or technology design and development, Fintama’s experts are ready to help craft the right solutions. Their senior domain solution architects and skilled product managers ensure that every step of the agile development process is covered with precision and passion.
Advanced Platforms for Data and Analytics
At the heart of Fintama’s technology stack is the Hawkeye platform, which is modular and flexible. The Data Platform offers convenient and secure access to high-quality data from multiple sources, while the Asset Servicing Platform enriches this data with manual bookings and updates. The Analytics Platform then provides real-time insights into portfolio risk and performance, delivering reports that are not only accurate but visually stunning—because, let’s face it, presentation matters.
Impact on Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – by supporting innovation in wealth management and investment solutions.
- SDG 9: Industry, Innovation, and Infrastructure – through cutting-edge technology platforms and open banking APIs.
- SDG 12: Responsible Consumption and Production – via sustainability and thematic investment advice tailored to client preferences.
- SDG 17: Partnerships for the Goals – as a member of the OpenWealth Association, fostering collaboration across the industry.
Business and Experience Design Services
Fintama doesn’t just stop at technology. Their business design services bring industry veterans and investment specialists to the table, helping to elaborate ideas for new business models and propositions. On the experience side, their designers craft digital journeys and customer interactions that users genuinely love—drawing from experience with leading international private banking brands. Plus, with user and competitive research conducted alongside academic partners, every decision is tested and validated to find the right pricing and distribution models. It’s a full-circle approach that ensures products and services resonate deeply with users.
