Together with our trusted customer Privatconsult GmbH in Austria we are appearing at the biggest wealth management events within the Austrian space, FONDS professionell Kongress, Vienna. The event takes place at Vienna Exhibition & Congress Center between 26 and 27 of February.
At roughly the same time as the exhibition, Privatconsult is making a roll out of their state-of-the-art advisory process which is being made user friendly and electronically searchable through the module Sharpfin Advisory.
"Privatconsult has been an excellent customer and partner in helping us provide a concept targeted to fit the Austrian market.", says Sharpfin CEO, Markus Alin. "They have put a lot of effort in their wealth management and advisory concept, througout the years, and our solution, Sharpfin Wealth Managment Suite, has proven to be the right platform to implement it.", Markus continues.
Privatconsult was onboarded at the platform in april last year and did then substitute one of the major financial systems in the Austrian market.
"We are very happy with selecting Sharpfin as provider of our wealth management solution. The structured, electronic advisory process that we now are rolling out to our advisors and clients wouldn't have been possible without them.", concludes Wolfgang Lechner, Vice President, Head of tied agents distribution and Member of Asset Management Team at Privatconsult Vermögensverwaltung GmBH.
Come and visit the Privatconsult exhibition stand at the Fondskongress Wien 2020 and get a glance of how they have implemented their advisory process utilising Sharpfin Wealth Management Suite.