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WEALTH MANAGEMENT SOFTWARE

Provide an enhanced client experience to capture new net asset opportunities

Leverage our wealth management software to deliver a holistic advisory approach, stay ahead of the competition, and provide tailored solutions that truly address your clients' needs.

WEALTH MANAGEMENT SOFTWARE

Provide an enhanced client experience to capture new net asset opportunities

Leverage our wealth management software to deliver a holistic advisory approach, stay ahead of the competition, and provide tailored solutions that truly address your clients' needs.

WEALTH MANAGEMENT SOFTWARE

Provide an enhanced client experience to capture new net asset opportunities

Leverage our wealth management software to deliver a holistic advisory approach, stay ahead of the competition, and provide tailored solutions that truly address your clients' needs.

With our wealth management software, place your clients' needs at the heart of your services.

Effektive Differenzierung
Increase your advisory potential

Unlock the full potential of real estate market data and strategically aggregate property with other investments in your clients' portfolios. Achieve an optimal balance between illiquid and liquid assets. Assist your clients by leveraging real estate as collateral in loan decisions. Additionally, offer valuable advisory services on strategies to boost rental income and assess potential gains from renovation projects. With comprehensive property insights, deliver holistic advice on retirement, estate, and financial planning, providing your clients with optimal support.

Effektive Differenzierung
Provide a 360-degree view of assets

Deepen your client relationship by offering them valuable real estate insights. By providing a holistic 360° view of their property wealth, your clients can maintain a clear overview of their most valuable assets, including their net worth. Keep them engaged with regular updates on changes in property values, showcasing proactive service. Furthermore, visualise the balance between real estate and liquid assets within a single wealth overview to present complex information clearly and engagingly.

Effektive Differenzierung
Benefit from seamless API integration

PriceHubble integrates seamlessly into your existing wealth management systems or CRMs. Through APIs, it easily embeds into workflows, as shown by wealth management firm Fincite. Their wealth management solution empowers financial institutions to provide fully digital investment advisory services—from onboarding to investment reporting, including automated property valuation. Banks benefit from our best-in-class AVM property valuations, powered by big data and AI, enhancing their service offerings and operational efficiency.

With our wealth management software, place your clients' needs at the heart of your services.

Effektive Differenzierung
Increase your advisory potential

Unlock the full potential of real estate market data and strategically aggregate property with other investments in your clients' portfolios. Achieve an optimal balance between illiquid and liquid assets. Assist your clients by leveraging real estate as collateral in loan decisions. Additionally, offer valuable advisory services on strategies to boost rental income and assess potential gains from renovation projects. With comprehensive property insights, deliver holistic advice on retirement, estate, and financial planning, providing your clients with optimal support.

Effektive Differenzierung
Provide a 360-degree view of assets

Deepen your client relationship by offering them valuable real estate insights. By providing a holistic 360° view of their property wealth, your clients can maintain a clear overview of their most valuable assets, including their net worth. Keep them engaged with regular updates on changes in property values, showcasing proactive service. Furthermore, visualise the balance between real estate and liquid assets within a single wealth overview to present complex information clearly and engagingly.

Effektive Differenzierung
Benefit from seamless API integration

PriceHubble integrates seamlessly into your existing wealth management systems or CRMs. Through APIs, it easily embeds into workflows, as shown by wealth management firm Fincite. Their wealth management solution empowers financial institutions to provide fully digital investment advisory services—from onboarding to investment reporting, including automated property valuation. Banks benefit from our best-in-class AVM property valuations, powered by big data and AI, enhancing their service offerings and operational efficiency.

With our wealth management software, place your clients' needs at the heart of your services.

Effektive Differenzierung
Increase your advisory potential

Unlock the full potential of real estate market data and strategically aggregate property with other investments in your clients' portfolios. Achieve an optimal balance between illiquid and liquid assets. Assist your clients by leveraging real estate as collateral in loan decisions. Additionally, offer valuable advisory services on strategies to boost rental income and assess potential gains from renovation projects. With comprehensive property insights, deliver holistic advice on retirement, estate, and financial planning, providing your clients with optimal support.

Effektive Differenzierung
Provide a 360-degree view of assets

Deepen your client relationship by offering them valuable real estate insights. By providing a holistic 360° view of their property wealth, your clients can maintain a clear overview of their most valuable assets, including their net worth. Keep them engaged with regular updates on changes in property values, showcasing proactive service. Furthermore, visualise the balance between real estate and liquid assets within a single wealth overview to present complex information clearly and engagingly.

Effektive Differenzierung
Benefit from seamless API integration

PriceHubble integrates seamlessly into your existing wealth management systems or CRMs. Through APIs, it easily embeds into workflows, as shown by wealth management firm Fincite. Their wealth management solution empowers financial institutions to provide fully digital investment advisory services—from onboarding to investment reporting, including automated property valuation. Banks benefit from our best-in-class AVM property valuations, powered by big data and AI, enhancing their service offerings and operational efficiency.

“Our fincite cios software enables advisors to gain a 360-degree view of their client's wealth. By integrating PriceHubble into our platform, properties can be valued with just a few clicks, allowing advisors to tailor their guidance based on the client's total assets.”

Dennis Ritter

Lead Private Banking Germany

Apr. 02 2019_AnkeBridge 208 Var2

“Our fincite cios software enables advisors to gain a 360-degree view of their client's wealth. By integrating PriceHubble into our platform, properties can be valued with just a few clicks, allowing advisors to tailor their guidance based on the client's total assets.”

Dennis Ritter

Lead Private Banking Germany

Apr. 02 2019_AnkeBridge 208 Var2

“Our fincite cios software enables advisors to gain a 360-degree view of their client's wealth. By integrating PriceHubble into our platform, properties can be valued with just a few clicks, allowing advisors to tailor their guidance based on the client's total assets.”

Dennis Ritter

Lead Private Banking Germany

Apr. 02 2019_AnkeBridge 208 Var2

PriceHubble recognised by WealthTech100

The WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. These are the companies every leader in wealth and asset management, private banking, and financial services needs to know about as they consider and develop their digital transformation strategies and new customer propositions.

Find out more

PriceHubble recognised by WealthTech100

The WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. These are the companies every leader in wealth and asset management, private banking, and financial services needs to know about as they consider and develop their digital transformation strategies and new customer propositions.

Find out more

PriceHubble recognised by WealthTech100

The WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. These are the companies every leader in wealth and asset management, private banking, and financial services needs to know about as they consider and develop their digital transformation strategies and new customer propositions.

Find out more

Discover our successfully audited AVM solution.

Our desktop valuation solution has successfully passed an external audit of compliance with the EBA Guidelines for loan origination and monitoring (GLOM) conducted by a Big 4 firm according to the ISAE 3000 standard. The successful audit of our advanced statistical model and desktop valuation solution, following a thorough review of its methodology, documentation, development and control processes, confirms our regulatory compatibility for use by an internal or external valuer for loan origination and monitoring. Please feel free to contact us for more information or personalised advice.

Discover our successfully audited AVM solution.

Our desktop valuation solution has successfully passed an external audit of compliance with the EBA Guidelines for loan origination and monitoring (GLOM) conducted by a Big 4 firm according to the ISAE 3000 standard. The successful audit of our advanced statistical model and desktop valuation solution, following a thorough review of its methodology, documentation, development and control processes, confirms our regulatory compatibility for use by an internal or external valuer for loan origination and monitoring. Please feel free to contact us for more information or personalised advice.

Discover our successfully audited AVM solution.

Our desktop valuation solution has successfully passed an external audit of compliance with the EBA Guidelines for loan origination and monitoring (GLOM) conducted by a Big 4 firm according to the ISAE 3000 standard. The successful audit of our advanced statistical model and desktop valuation solution, following a thorough review of its methodology, documentation, development and control processes, confirms our regulatory compatibility for use by an internal or external valuer for loan origination and monitoring. Please feel free to contact us for more information or personalised advice.

FAQ about wealth management software

What is a wealth management software solution?

What is a wealth management platform?

How does PriceHubble’s solution enhance the digital experience?

What is the pricing model of PriceHubble’s wealth management platform?

How does fintech influence the evolution of wealth management?

FAQ about wealth management software

What is a wealth management software solution?

What is a wealth management platform?

How does PriceHubble’s solution enhance the digital experience?

What is the pricing model of PriceHubble’s wealth management platform?

How does fintech influence the evolution of wealth management?

FAQ about wealth management software

What is a wealth management software solution?

What is a wealth management platform?

How does PriceHubble’s solution enhance the digital experience?

What is the pricing model of PriceHubble’s wealth management platform?

How does fintech influence the evolution of wealth management?

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