Next-Generation Wealth Management
Modernize and digitalize your clients wealth management.
A quick guide to us
Linconomy was founded by Henrik and Lene, both of whom have extensive experience in Wealth Management and Banking. Our mission is to address the growing need for better digital tools for wealthy individuals and their advisors. We achieve this by leveraging the opportunities provided by the new PSD3 regulation and fully digital processes.
Our digital platform is designed to transform wealth management, offering users and advisors a unified and efficient overview of wealth and investments. With features such as portfolio aggregation, detailed risk management, sustainability analysis, and advanced reporting, we provide a comprehensive solution for optimizing wealth management.
At Linconomy, we combine deep industry expertise with modern technology to create the tools that shape the future of wealth management.
We offer you and your clients a unique solution
Comprehensive Wealth Management Overview
Linconomy provides a unified view of your client’s diverse wealth sources, including real estate, investment portfolios, mortgages, and pensions.
24/7/365 Real-Time Reporting
Access detailed and customizable wealth reports anytime with Linconomy’s real-time financial reporting tools. Whether you need a summary or in-depth investment analysis, our wealth management software delivers accurate insights on demand.
Holistic Financial Insights and Portfolio Management
Linconomy offers financial advisors a full, holistic view of all client assets in one place. This comprehensive wealth management tool simplifies follow-ups, performance tracking, and strategic financial planning.
Secure Client Communication Platform
Featuring a built-in, encrypted communication tool for secure interactions with clients, our platform ensures that all data exchanges comply with stringent data protection regulations, providing a safe space for financial advisors and their clients to communicate.
Comprehensive Wealth Management Overview
Linconomy provides a unified view of your client’s diverse wealth sources, including real estate, investment portfolios, mortgages, and pensions.
24/7/365 Real-Time Reporting
Access detailed and customizable wealth reports anytime with Linconomy’s real-time financial reporting tools. Whether you need a summary or in-depth investment analysis, our wealth management software delivers accurate insights on demand.
Holistic Financial Insights and Portfolio Management
Linconomy offers financial advisors a full, holistic view of all client assets in one place. This comprehensive wealth management tool simplifies follow-ups, performance tracking, and strategic financial planning.
Secure Client Communication Platform
Featuring a built-in, encrypted communication tool for secure interactions with clients, our platform ensures that all data exchanges comply with stringent data protection regulations, providing a safe space for financial advisors and their clients to communicate.
Features for enhanced workflows
Learn more about how Linconomy can help with all the tools you need in one place.
Testimonials
What is our customers saying about us.
Testimonials
What is our customers saying about us.
The Linconomy platform has quickly become an integrated part of our product offering and our clients love it!
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