Unmatched user-friendly digital wealth management – powered by Qwist
Founded in 2021 in Mannheim, the fintech startup 7Assets is revolutionising wealth management with its AI-based, automated, and fully integrable digital platform. A key driver of 7Assets’ success lies in its unwavering focus on user needs. The platform was designed from the ground up to offer maximum flexibility, enabling users to manage their financial data effortlessly – without complex processes.
How the search for the ideal interface led to Qwist
To save users time when entering data and to ensure information is always up to date, 7Assets was looking for a versatile interface that combined functionality, adaptability, and ease of use. They found the perfect match in Qwist.
Read the full case study to discover how 7Assets uses Qwist’s Financial Transaction Data to:
- Synchronise bank accounts (including transactions) and portfolios from banks, brokers, and other providers
- Eliminate the need for extensive manual data entry by end users,
- Harmonise all financial data in a single, unified data structure
- Ensure compliance with security standards and regulatory requirements in the financial sector