Next-Generation Wealth Management
Modernize and digitalize your clients 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.
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.
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.
Features for enhanced workflows
Learn more about how Linconomy can help with all the tools you need in one place.
