OpenFinance, a BME subsidiary specialising in the development and implementation of technology solutions for financial advice and portfolio management, has signed an agreement with Aldesa Corporación de Inversiones for implementing its Openworkplace platform.
It will also carry out management activities with its clients and tracking product portfolios within the financial firm’s sales management.
With this important agreement, OpenFinance breaks into Costa Rica and continues to expand its services and products in Latin America. In the Costa Rican market, Aldesa Corporación is one of the longest standing institutions and renowned for its robustness and reliability when advising clients.
Openworkplace® is a technological platform for attracting, advising and retaining clients in the high, medium and low networth segments through customised, individual advice strategies, standardised recurring advice and through portfolios managed independently.
Through this agreement OpenFinance adds Costa Rica to Chile, Mexico and Colombia as the countries in the region where it operates, thus increasing its presence in Latin America under the BME seal and reaffirming its commitment to service and permanence in the area through products and innovative services that support the development of financial markets and through collaboration with reputed local partners.