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Openfinance provides front-office solutions for financial advisory and portfolio management. It offers a suite of products that can be fully integrated with third-party software, while providing financial institutions with solutions for their strategic needs. The company also allows wealth management firms to increase their client service capabilities, reduce costs, and generate additional revenue through its solutions. Founded in 2001, Openfinance serves private and personal banking clients, asset management and insurance companies, financial advisors and IFAs, and financial websites.
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