This is OWNLY
EXPERIENCE DIGITAL ASSET MANAGEMENT.
Keep track of complex assets with OWNLY. It brings all assets together in one place and allows the aggregation of accounts and deposits at different banks, the inclusion of real estate assets and other assets. In addition, OWNLY offers selected services that make everyday financial life easier.
Multibanking
In the multibanking area, your bank information is updated and clearly displayed. OWNLY brings together all your accounts from many German banks.
Portfoliostructure
The Portfolio Structure section provides information on the allocation and development of your total assets.
Illiquid Assets
In the area of illiquid assets, for example, an immediate property valuation is possible with the help of our partners.
Reporting
Directly from the web app, you can download all the information easily and clearly in a report as a PDF, which is a very good basis for the next discussion with your personal asset or tax advisor.
Get to know our products
OWNLY FAMILY
A holistic wealth overview for your entire family
With OWNLY Family you have the opportunity to deal intensively with the management of family assets.
You benefit from a holistic wealth overview that clearly presents assets.
OWNLY ADVISOR
Holistic financial overview - focus on services for the client
With the OWNLY Advisor, advisors have the opportunity to deal intensively with the management of the client’s assets. They benefit from a holistic overview of assets – without the prior time-consuming gathering of information. This enables a 100% focus on services for the client.
Access to professional articles and exclusive products
In the OWNLY-Club you have access to the latest market reports, professional articles and exclusive products from tested and qualified partners.
We value discretion.
Safety
The security of your data is our highest priority. OWNLY works with modern encryption methods and only uses servers located in Germany for the IT infrastructure.
Convenience
With OWNLY, all your financial information is in one place. Attractive services that make life more enjoyable and save you a lot of time complement our offer.