Newbury Partners
Financial Advisory Software
Newbury Partners is a financial advisory software platform tailored to assist financial advisors and investment professionals in managing their client
Deutsche Fintech Solutions GmbH provides innovative digital advisory tools that empower wealth advisors to enhance client financial management and secure long-term asset growth.
Main Demo Video
Deutsche Fintech Solutions GmbH creates user-centric digital solutions tailored for wealth advisory, enabling financial advisors to deliver improved, personalized client experiences. Their software supports advisors in protecting and growing client assets through advanced digital consultation tools designed for efficient, expert financial guidance. These tools are exclusively available to Deutsche Vermögensberatung AG and its partners, focusing strongly on the specific needs of wealth management professionals.
You benefit from a seamless advisory experience as the software enables you to automate routine tasks and focus on core competencies in financial consulting. With a development team spanning multiple countries and using modern technologies like cloud-native architecture and microservices, Deutsche Fintech Solutions continuously enhances product performance and agility. Although pricing details aren't given, the software’s integration with the DVAG ecosystem highlights its specialized usage for financial advisors committed to client asset protection and growth.
Main dashboard with project overview
Kanban-style task management
Gantt chart timeline view
Workflow automation builder
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Main dashboard with project overview