PSplus Portfolio Software + Consulting

Name

PSplus Portfolio Software + Consulting

Legal name

FINAplus GmbH

Website

https://psplus.de

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Finance Services (6199)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

Keywords

• Wealth management software
• Portfolio management system
• Family office software
• Asset management software
• Financial advisory platform

Headquarters

HQ city

Rodemack

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales, Others

Revenue model

1. Software-as-a-Service (SaaS) Subscriptions: Subscription-based access to portfolio management and advisory software platforms. Combines traditional SaaS benefits with extensive customization options for enterprise clients.
2. Business Process Outsourcing (BPO) Services: Managed services covering reporting, controlling, transaction processing, and technical/administrative operations of the software solutions.
3. Custom Development and Implementation: Customization and adaptation services to meet specific enterprise requirements alongside the standard SaaS offering.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels2 records

Core offering

Finaplus (legal entity FINAplus GmbH) develops and sells cloud-based SaaS portfolio management and wealth management software for banks, asset managers, family offices, and foundations. Its core platform combines three integrated products—PSplus (portfolio management for liquid and illiquid assets), Finadesk (advisor-client portal), and wealthpilot (total wealth overview)—and is complemented by business process outsourcing (BPO) services for reporting, controlling, transaction processing, and platform operations.

Product overview

Finaplus operates as a unified platform for individual wealth management, combining three integrated software products: PSplus (portfolio management system for liquid and illiquid assets), Finadesk (advisor-client portal with portfolio display, postbox, onboarding, and advisory modules), and wealthpilot (holistic total wealth view connecting all asset positions). The platform is designed for banks, asset managers, family offices, and foundations, offering end-to-end coverage from ordering and portfolio rebalancing through compliance checks to comprehensive reporting and client advisory.

Differentiator

Problem solved

Functional benefit

Brands

• PSplus: Portfolio management software for liquid and illiquid assets, covering the entire process chain from ordering including portfolio rebalancing to comprehensive compliance checks including pre-trade checks. Has been a market leader for over 20 years.
• Finadesk
• wealthpilot

Products and services

• PSplus Portfolio Management System

Quantifiable outcome

• Over 100 customers trust their solutions
• +2 more outcomes

Named customers14 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core.

• VuV (Verband unabhängiger Vermögensverwalter Deutschland)coreStrategic or Co-development PartnerNetwork partnership connecting Finaplus with the German association of independent asset managers, providing access to industry ecosystem and peer network.
• V-BankcoreTechnology or IntegrationBank data and ordering integration partner providing essential banking infrastructure connectivity for portfolio management operations.
• SIX Financial ServicescoreTechnology or IntegrationMarket data provider supplying financial market data essential for portfolio management, pricing, and investment analysis functionality.
• MicrosoftcoreTechnology or IntegrationTechnology partner providing cloud infrastructure and technology platform support for SaaS deployment of Finaplus solutions.

Scale indicators5 records

Recent moves6 records

Direct peers

• CREALOGIX: Swiss-headquartered provider of digital banking and wealth management software serving banks and asset managers across DACH. Closely comparable to Finaplus' PSplus/Finadesk portfolio in target customers (regulated banks, independent asset managers) and modular SaaS delivery.
• Avaloq (Oracle Financial Services): Swiss wealth management platform acquired by Oracle, providing core banking, portfolio management and advisory software to private banks and wealth managers globally. Directly comparable in core wealth management functionality; Finaplus competes for similar DACH private bank and asset manager deals.
• Infront: Nordic/DACH financial data and wealth management software provider serving banks, asset managers and wealth advisors with portfolio analytics, market data and reporting tools. Overlaps with Finaplus' PSplus reporting/market-data modules and shares a DACH-focused enterprise customer base.
• BITA: Liechtenstein/Swiss wealth management software platform for private banks, asset managers and family offices, covering portfolio management, risk and compliance. Direct competitor in the same DACH wealth tech niche as Finaplus, often bid against for similar mandates.
• ti&m: Swiss digital banking and wealth management software boutique, building digital channels, advisory portals and integration platforms for banks and wealth managers. Highly comparable to Finadesk/wealthpilot in serving DACH banks' digital advisory and client portal needs.
• Addepar: US-headquartered global wealth management technology platform serving family offices, RIAs, and private banks with aggregated portfolio reporting, analytics and data infrastructure. Increasingly competing for the same DACH family office and private bank RFPs that Finaplus targets.
• TKS Banking Software: German banking and wealth management software vendor offering core banking and portfolio management solutions to regional banks, private banks and wealth managers. Comparable in DACH geographic focus and target customer profile (German private/regional banks).

Broad incumbents

• GFT Technologies: German-listed IT services and software provider specializing in digital transformation for banks, insurers and asset managers across DACH. Broader portfolio than Finaplus but directly competes for digital wealth management implementations with established banking clients.
• msg: Large German IT and consulting group with deep banking, insurance and capital markets software offerings, including wealth and investment management solutions. A broad incumbent that often sits in the same DACH bank vendor selection processes as Finaplus.
• Temenos: Global banking software provider whose wealth and private banking suite competes for enterprise deals at DACH private banks served by Finaplus. Broader scope (core banking, channels, wealth) but relevant competitive threat for the largest bank customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/psplus
• LinkedInlinkedin.com/company/ps-plus-portfolio-software-consulting-gmbh

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PSplus Portfolio Software + Consulting