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Software as a Service for Private Banking and Wealth Managements a Service

Under the niiio finance group AG holding company, we are responsible for the development and operation of software solutions for private banking and wealth management. Our goal is to digitize the value chain as a one-stop shop and to serve our customers from a single source. With future-oriented and tailor-made software solutions, we find the answers to your challenges of tomorrow today.

More about the platform

Our Solution

Digitalized asset and wealth management in the one application.

As a trailblazer in digitalized asset and wealth management, we create software that supports bankers, investment advisers, financial advisers, and asset managers in making their day-to-day processes more efficient and giving their clients access to lucrative investment strategies. Our cloud solution offers a platform that can handle multiple clients and meet all finance needs.

Wealth Advice

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.

Wealth Management

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.

How You Benefit:

Whether you choose a comprehensive software solution for your company or individual modules for specific tasks: offer your clients optimal service.

Efficient investment advice and financial planning

Sound, knowledgeable advice stands at the center of the service that asset managers, bankers, and insurance agents provide. We assist you with all documentation and quotation processes, from the self-regulated quote for the end client to fully structured investment advice discussions.

All relevant processes as well as the regulatory aspects are certified and exceed the standard requirements.

Digital, next-generation asset management

Profit from significantly shorter design and rebalancing processes and guarantee regulatory security and transparency for your clients.

Using loss threshold monitoring, clients are informed about variances in their portfolio fully automatically.
Bills for fees and client reports can be created and sent out fully automatically as well. This gives you more time to focus on acquiring and advising clients.

Easy one-stop shop

The niiio marketplace provides you with a unique and fully connected platform which links asset managers, distributors, brokers, and asset managers giving you comprehensive support for creating high-yield financial products.

Based on the munio portfolio management system, it helps to build new business relationships and networks.

Our Users Are Satisfied

Our Work Is Award-Winning