Next Generation Wealth Management
Modernize and digitalize your client’s wealth management.
At Linconomy, we combine deep industry expertise with modern technology to create the tools that shape the future of wealth management.
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.
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, customizable wealth reports anytime with Linconomy’s real-time tools. Whether you need a summary or in-depth analysis, our 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 an encrypted tool for secure client interactions, our platform ensures all exchanges meet stringent protection standards, providing a safe space for financial advisors and clients.
Linconomy - all in one
Linconomy creates value by offering a detailed overview of the customer’s total wealth.
Client Testimonials
Optimal Invest
Partner
Heidi Topp
Administrationschef PartnerFinans
