Breathing life

into financial services

Innovative products and services for the
Asset and Wealth Management industry

Products, Solutions and Services

We help wealth and asset managers to stay relevant for their clients, their shareholders and society, with software products, out-of-the-box innovations and passionate expert teams.

Fintama, a member of OpenWealth Association

Products

Our Software- Business expertise and design distilled in software built by the best architects and developers in the industry.

Solutions

Our convictions - leverage blueprints, concepts and prototypes for new propositions and product offerings which will drive the investment industry tomorrow

Services

Our expertise - multi-disciplinary teams support your product development with investment management, experience design and technology expertise

products

Open Banking Data Platform and Advanced Porfolio Analytics

Hawkeye is a modular OpenAPI data and portfolio analytics platform that enables wealth managers and family offices to provide their clients with state-of-the-art reporting and advanced portfolio analytics on aggregated multi-custody portfolios, including crypto assets and non-bankables.

Data Platform

The Data Platform provides convenient and secure access to reliable high-quality data from multiple custodians, booking centers and crypto exchanges, via an OpenWealth compliant API layer.

Asset Servicing Platform

The Asset Servicing module enables back-office teams to enrich the Hawkeye data with manually booked non-bankable assets, fees, corrections or price updates.

Analytics Platform

The Analytics Platform enables real-time risk and performance analytics on aggregated portfolio data and beautiful pixel-perfect reports that truly differentiate from competition.

Solutions

Goals-based advice

Goals-based advice is an alternative to the traditional risk-profiling approach based on modern portfolio theory. Instead of starting with risk tolerance, goals-based advice focuses specifically on meeting clients' financial objectives, by maximizing the likelihood of achieving a future cashflow. This allows for more freedom in portfolio construction whilst decreasing short-term attention on performance and helps to foster long-term client relationships.

Mass-customization of Mandates

An end-to-end mass-customizable client facing investment process enables banks to provide tailored investment solutions at close to zero marginal costs. Our solution blueprint leverages state-of-the-art quantitative portfolio optimization and portfolio health monitoring.

Sustainability & thematic investments

Tailored thematic investment advice considers clients preferences on sustainability and impact investing. Our solution blueprint for an innovative service leverages quantitative technologies and direct indexing.

Goals Based Advice

Client Tailored Advice

An end-to-end mass-customizable client facing investment process. Leveraging state-of-the-art quantitative portfolio optimization and portfolio health monitoring. Enabling banks to provide tailored investment solutions at close to zero marginal costs.

Thematik Investments

Tailored thematic investment advice considering clients preferences on sustainability and impact investing. Our solution blueprint for an innovative service leveraging quantitative technologies and direct indexing.

services

Our product design services fuse in-depth financial domain knowledge, award-winning experience design, technology expertise and research.

We provide our clients with multidisciplinary teams of industry veterans, designers and technologists to create innovative service propositions.

Case studies

Business Design Services

We provide industry veterans and investment specialist, that will elaborate ideas for new business models and propositions.

We support your entire product lifecycle with skilled product managers that help you in your agile development process.

Experience Design Services

Our designers come with fresh ideas and passion for the industry. We have created experiences for the leading brands in international private banking.

Our design teams will create digital journeys and customer interactions that users will love.

Technology Design and Development Services

Our senior domain solution architects come with years of experience in the industry and will help you design the right solutions.

Whether you would like to outsource the product development or develop internally, our expert development teams welcome the challenge.

User and Competitive Research

Together with our partners from academia and field research we conduct user and market explorations.

We test and validate your decisions in product and service strategy and help you find the right pricing and distribution models.

©productfield

Supported by proprietary accelerators, our industry leading product design process ensures business viability, emphasizes user desireability, guarantees technological feasibility, and confirms marketability.

Our experts will support you at every step of the agile product development lifecycle based on our adapted service design process.

Joint venture and partnerships

frame

Before embarking on the journey, it is crucial to understand the strategic drivers of your business and to agree on what defines success.

Empathize

To decide on the appropriate route we will strive to understand your realities, strengths and weaknesses relative to competitors and benchmark them against industry best practices.

diagnose

Mapping out the right route to the top, we jointly decide on the design problems to solve and elaborate on opportunities together.

Ideate

Enthusiastically facing the challenges ahead, we fuse our developed concepts with fresh ideas created together with your team.

Prototype

Climbing the steepest slopes, we rapidly prototype your future service experience, develop new methodologies and design the technical solution.

plan

Energized from enjoying the view, we set you up for the next peak with an implementation blueprint and plan for execution.

Execute

We support you on all further hikes as software implementation partner, with turn-key solutions or expertise for in-house deliveries.

why us

We learned what works and what doesn't

We have served market-leading firms, developing their innovative and complex investment-services. From these experiences we have learned what works and what doesn’t.

Design methodologies, frameworks and processes

Our product design methodologies, heavily based on Design Thinking, help us ensure user focus, shared product vision alignment, and concept validation.

Long term relationshipts and co-investment

We believe in long term relationships and are willing to invest as needed as well as co-invest in innovative products.

A blend of the most sought after skills.

We are a team of industry veterans, quants, experience designers and technologist with unique and varied skillsets. What we have in common is our passion for product innovation and investment management.

Agility beyond buzzwords

We are experts in agile product management and development. We have successfully been introducing agile processes at leading private banks delivering measurable results on change efficiency.

Insituationalized experience

We have been investing heavily into reference architectures, blueprints, methodologies and ready-made software. With these, we are able to considerably accelerate time to market, minimize risks and protect budgets.

We learned what works and what doesn't

We have served market-leading firms, developing their innovative and complex investment-services. From these experiences we have learned what works and what doesn’t.

Design methodologies, frameworks and processes

Our product design methodologies, heavily based on Design Thinking, help us ensure user focus, shared product vision alignment, and concept validation.

Long term relationshipts and co-investment

We believe in long term relationships and are willing to invest as needed as well as co-invest in innovative products.

A blend of the most sought after skills.

Agility beyond buzzwords

We are experts in agile product management and development. We have succesfully been introducing agile processes at leading private banks delivering measurable results on change efficiency.

Insituationalized experience

trusted by

team

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Sebastian Negus

Senior Product Designer

Diogo Domingues

Product Designer

Heiko Sundermann

Managing Partner

Dr. Christian Koeppel

Managing Partner

Andrea Panzitta

Junior Product Owner

Dmytro Yeshenko

Backend Developer

Gabor Fekete

Lead Developer

Gabor Szalay

Senior Software Engineer

Ilja Kozevnikov

Senior Product Manager

Jessica Loer

Office Manager

Katarina Svilar

Product Manager

Leo Cozzoli

Senior Backend Engineer

Malte Greulich

Product Manager

Mark Grech

Developer Frontend

Oleg Gavriliuc

Quality Assurance Engineer

Samy Abou-Shama

CTO

Valentino Baptista

Head of Design

Adrian Costia

Quality Assurance Engineer

Alessandro Eccher

Senior Backend Developer

Glib Lozhkovyi

Frontend Developer

Sergejs Ivaninoks

Lead Backend Developer

Sergei Techiev

Architect

Maciej Ziaja

Senior Backend Developer

Fahed Ben Tej

Backend Developer

Blog

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About Us

We are excited to announce that Fintama AG proudly joins the OpenWealth Association, solidifying our commitment to drive innovation and collaboration in finance and wealth management.

Read

COVID-19 and the Investment Management Industry

Business

Changes, challenges and opportunities in a post-pandemic environment.

Read

Portfolio optimization for low risk investors

Business

With the rise in popularity of smart beta strategies, minimum-variance investing has moved into the spotlight of the financial industry.

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