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.
In the multibanking area, your bank information is updated and clearly displayed. OWNLY brings together all your accounts from many German banks.
The Portfolio Structure section provides information on the allocation and development of your total assets.
In the area of illiquid assets, for example, an immediate property valuation is possible with the help of our partners.
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.
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.
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.
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.
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.
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