munio offers THE all-in-one solution for the entire investment advice process. Use munio in conjunction with the munio consulting philosophy™ to significantly increase your closing rate and speed up your consulting process by a factor of 4. With munio, you can enjoy investment advice as quickly as possible, since the software process is tailored to the consulting situation in the best possible way and trimmed for efficiency. At the same time, the regulatory documentation is automated in the background, leaving you more time for customer care and acquisition. Thanks to our modular license model, you can book additional software components that are of interest for your specific business model at any time.

As an asset manager, you are subject to clear regulatory and procedural requirements that usually take a lot of time. With our suite for asset managers, you can concentrate fully on the value-adding part of your advisory service, our software takes care of the rest automatically for you: documentation, performance reports and fee statements are created at the push of a button and can be sent to your customers in the preferred way. Your customers receive a comprehensive insight into all accounts and custody accounts via our end customer suite, including those not managed by you, and are automatically informed of deviations in the portfolio thanks to munio’s integrated loss threshold monitoring. The result is satisfied customers and recommendations.