Ready to transform and enhance your clients' wealth journey?

With the most advanced digital toolbox in the industry, discover how Linconomy provides all the digital tools you need, in one place, to optimize your clients’ wealth management.

Centralized
Dashboard

One dashboard providing you and your clients with a detailed view of aggregated wealth. From real estate to pensions, all financial data is accessible in one centralized location, with options for both high-level and detailed views.

Portfolio Aggregation
and Management

Look in one place for your clients portfolio data. Our wealth management software aggregates all portfolio data, allowing you to work efficiently at either single portfolio level or an overall aggregated level.

Detailed
Asset Breakdown

In our detailed asset breakdown, we have included fund allocation look through to ensure the best possible basis for analysis and calculations.

Advanced Investment Performance Analysis

Whether analyzing a single portfolio or aggregated data, our tools provide the flexibility to dive deep into investment metrics and performance real-time, near-time or end of day.

Scenario
Simulation

Test various financial scenarios with Linconomy’s simulation tools. Set your own custom parameters and simulate the impact on your client’s portfolio.

Risiko Analyse

Crucial for understanding asset allocation and managing risk, our platform offers a comprehensive analysis on either a single portfolio or on an aggregated level.

Bæredygtighed
Analysis

Our sustainability analysis module allows you to evaluate the environmental and social impact of investment choices based on available data

Top-of-the-Line Reporting Function

Generate and send tailored reports to your clients within minutes. Choose the specific features and figures to include, and schedule automated reports at your desired intervals. Linconomy’s advanced reporting function ensures that your clients receive accurate, customized updates effortlessly.