EDISoft
EDISOFT GmbH is a German financial software provider offering a modular solution kit — built around Advisor's Studio and a proprietary fund database covering 28,000+ DACH funds — for investment advisors, banks, insurance companies, FinTech firms, and liability umbrella companies.
- Company typePrivate
- Founded1991
- HeadquartersOberhaching, Germany
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What EDISoft does
EDISOFT GmbH is a privately held German financial software provider headquartered in Munich (Oberhaching), founded in 1991. It builds a modular software ecosystem for investment advisory and fund data management, aimed at financial advisors, banks, insurance companies, FinTech firms, liability umbrella companies (Haftungsdächer), and distribution organizations in the German-speaking market. The solution kit centers on Advisor's Studio, a modular advisory platform that supports needs-based consulting, investment proposal generation, and legally compliant reporting, including ESG preference capture and automated ex-post cost/inducement disclosures.
The underlying technology stack is built on a proprietary fund database covering over 28,000 investment funds approved for public distribution in Germany, Austria, and Switzerland, with 350+ data points per fund and historical data going back to 1950. Supporting products include FVBS Fundanalyzer (chart and depot analysis), Factsheets (on-demand, CI-customizable product fact sheets), and Fonds Publisher (web-based fund presentation with search, comparison, and watch-list functionality). The data asset is the platform's core, with a co-developed 'FondsNote' rating produced in partnership with Finanzen Verlag and FondsConsult.
EDISOFT operates a direct B2B sales motion with annual subscription/recurring licensing across its product modules, with pricing determined by product scope and number of funds accessed. The company is small (1–10 employees), has not disclosed external funding, and its commercial footprint is concentrated in the DACH region. Marketing occurs primarily through the company website, social media (Facebook, Xing), an RSS news feed, and select industry events such as the DKM trade fair.
EDISoft firmographics
Firmographics- Name
- EDISoft
- Legal name
- EDISOFT GmbH
- Website
- https://edisoft.de
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- EDISOFT GmbH is a German financial software provider offering a modular solution kit — built around Advisor's Studio and a proprietary fund database covering 28,000+ DACH funds — for investment advisors, banks, insurance companies, FinTech firms, and liability umbrella companies.
- Ownership category
- akta.pro rank
EDISoft industry classification
Industry- Product category
- Investment Consulting Software
- NAICS
- Software Publishers (51321), Computer Systems Design and Related Services (54151), Web Search Portals and All Other Information Services (51929)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Data, Analytics & AI for Insurance (Risk, Pricing, Personalization) (FSAGAGAE)
Keywords
Where EDISoft is headquartered
LocationHeadquarters
- HQ city
- Oberhaching
- HQ country
- Germany
- HQ region
- Europe
Offices1 record
Markets served
EDISoft business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales
Revenue model
- Software Licensing and Subscription Services: EDISOFT generates revenue through software licensing, subscription-based services, and data provision for financial products. Products include Advisor's Studio (advisory software), Fund Database (data subscription), FVBS Fundanalyzer (analysis tools), Factsheets (generation services), and Fonds Publisher (web presentation tools).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Individual pricing based on product modules and data packages |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
EDISoft product offering
Product offeringCore offering
EDISOFT provides a modular financial software ecosystem for the German-speaking investment management market, anchored by Advisor's Studio, an investment consulting platform for sales organizations, banks, insurance companies, FinTech firms, and liability umbrella companies (Haftungsdächer). The offering is supported by a proprietary fund database covering more than 28,000 investment funds across Germany, Austria, and Switzerland, plus complementary tools for fund analysis (FVBS Fundanalyzer), factsheet generation, and web-based fund presentation (Fonds Publisher).
Product overview
EDISOFT offers a modular financial software ecosystem for the German-speaking investment management market. The core platform is Advisor's Studio, a modular solution for investment consulting and advisory services. Supporting the core are Fund Database (providing comprehensive fund data for over 28,000 funds), FVBS Fundanalyzer (for chart and depot analysis), Factsheets (for generating product fact sheets), and Fonds Publisher (for web-based fund data presentation). The products are designed to work together, with Fund Database supplying the underlying data that powers the advisory, analysis, and presentation modules.
Differentiator
Problem solved
Functional benefit
Brands
- Advisor's Studio: Modern investment consulting solution - modular solution kit for sales organizations, liability shields, banks, insurance companies and FinTech companies
- Fund Database
- FVBS Fundanalyzer
- Factsheets
- Fonds Publisher
Products and services
- Advisor's Studio
Companies that use EDISoft
Customer profileSegments6 records
Ideal customer profiles5 records
EDISoft technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
EDISoft partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Finanzen VerlagcoreEDISOFT partnered with Finanzen Verlag to jointly develop the 'FondsNote' fund rating system. This partnership leverages Finanzen Verlag's expertise in financial publishing and analysis.
- FondsConsultcoreEDISOFT partnered with FondsConsult to jointly develop the 'FondsNote' fund rating system. This collaboration combines EDISOFT's fund database expertise with FondsConsult's rating methodology.
Scale indicators4 records
Recent moves5 records
Expansion highlights4 records
EDISoft competitors and assessment
Company assessmentBroad incumbents
- Bloomberg Terminal: Global financial data, analytics, and news platform widely used by banks, advisors, and asset managers. Overlaps with EDISOFT's data and analytics offerings but operates as a broad, multi-asset terminal rather than a focused DACH advisory tool.
- Morningstar: Global investment research and fund data powerhouse offering extensive mutual fund and ETF data, analytics, ratings, and advisor workstation software. Competes with EDISOFT in fund data and analytics for DACH advisors, but at much broader global scale.
- Lipper (LSEG): Lipper, part of LSEG (formerly Refinitiv), is a leading global provider of fund data, performance attribution, classification, and analytics used by asset managers and advisors. Directly comparable to EDISOFT's Fund Database and Fundanalyzer offerings.
Direct peers
- vwd (Vereinigte Wirtschaftsdienste): German-headquartered market data and software provider serving banks, asset managers, and advisors with real-time data, portfolio management, and advisory solutions. Closest direct competitor to EDISOFT in the DACH fund data and advisory software space.
- Gecol Finanzsoftware: German provider of financial services software including depot management, advisory, and reporting solutions for banks, insurers, and financial advisors. Direct competitor to EDISOFT's Advisor's Studio in the DACH market.
- Scope Group: European ratings and fund analysis provider covering mutual funds, ETFs, and asset managers with research, ratings, and data feeds. Comparable to EDISOFT in fund analytics and ratings for DACH and broader European markets.
- FWW FundStars (Fondsvergleich): German fund ratings and comparison platform producing the well-known FWW fund ratings widely used in DACH retail and advisor channels. Directly comparable to EDISOFT's co-developed FondsNote rating methodology.
- Morningstar Direct / Advisor Workstation: Morningstar's workstation products serve investment professionals with portfolio analysis, fund data, and proposal generation workflows, directly overlapping with EDISOFT's Advisor's Studio functionality.
Emerging players
- StarCapital: German asset manager and fund research firm providing fund analysis, ratings, and risk metrics to institutional and advisor clients. Smaller-scale peer to EDISOFT with overlapping fund analytics and rating capabilities.
Others
- Finanzen Verlag (finanzen.de): Major German financial information and publishing portal offering fund data, comparisons, and ratings. Already a co-development partner of EDISOFT on the FondsNote rating system, and operates adjacent fund data services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
EDISoft social profiles
Digital presenceEDISoft financial estimates
Financial estimateRevenue estimate
Valuation estimate
EDISoft leadership team
Management profileNumber of profiles
Profiles1 record
EDISoft funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EDISoft M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about EDISoft
What does EDISoft do?
EDISOFT provides a modular financial software ecosystem for the German-speaking investment management market, anchored by Advisor's Studio, an investment consulting platform for sales organizations, banks, insurance companies, FinTech firms, and liability umbrella companies (Haftungsdächer). The offering is supported by a proprietary fund database covering more than 28,000 investment funds across Germany, Austria, and Switzerland, plus complementary tools for fund analysis (FVBS Fundanalyzer), factsheet generation, and web-based fund presentation (Fonds Publisher).
When was EDISoft founded?
EDISoft was founded in 1991. It employs 1 to 10 people.
Where is EDISoft based?
EDISoft is headquartered in Oberhaching, Germany, in the Europe region.
How does EDISoft make money?
One revenue line is on record: software Licensing and Subscription Services.
Who are EDISoft's main competitors?
Broad incumbents on record are Bloomberg Terminal, Morningstar and Lipper (LSEG). Direct peers are vwd (Vereinigte Wirtschaftsdienste), Gecol Finanzsoftware, Scope Group, FWW FundStars (Fondsvergleich) and Morningstar Direct / Advisor Workstation. StarCapital is listed as an emerging player. Finanzen Verlag (finanzen.de) is listed as an others.
Does EDISoft have an API?
No public API is recorded for EDISoft.
What industry is EDISoft in?
EDISoft's product category is Investment Consulting Software. Its primary akta.pro industry code is FSAGAGAE, Data, Analytics & AI for Insurance (Risk, Pricing, Personalization). Its NAICS code is 51321 and its SIC code is 7372.