
Company history
In search for Excellence
2000 | BrokerJet
Development of BrokerJet Online Trading Portal for Erste Bank.
2006 | CENTEC GmbH
Founding of CENTEC GmbH as a joint venture with the GRAWE banking group. Since then, specialization in private banking and the development of suitable software.
2015 | financeManager
Which is an integrated cloud platform that handles private banking and asset management. In addition, finAngel Enterprises was developed, which distributes and further develops the financeManager.
2023 | Provolio
The integration of Provolio into the financeManager software enables cloud-based and ESG-compliant real estate portfolio management. It can be seamlessly integrated into any existing processes and systems through the financeManager via Open-API.
over 200.000 managed deposits
over 120 distribution companies configured as clients
over 15 million trades executed - MiFID II compliant
High security in bank data center & cloud infrastructure
EUR 17+ billion Assets Under Management
5 fully regulated banks and insurance companies as long-term customers
over 8.000 advisors from banks and independent financial service providers
over 60.000 securities standing orders processed per month
over 300.000 customers under management
Use Case
Evangelische Bank
Amortization shortly after kickoff
The Challenge:
- A client portfolio of more than 100,000 social, healthcare and residential properties
-
Data was only available in Excel spreadsheet form
The Goal:
-
Optimize costs vs. CO2 emissions per individual property
- Transition to the customer advisory and financing process
Challenge accepted!
2500
Customer properties should be managed with Provolio by the end of 2023
7000
Customer properties were already managed with Provolio in June 2023
Customer portfolios with more than 100,000 social, healthcare and residential properties
Scenario calculator including renovation plans for the entire portfolio to optimize costs vs. CO2 emissions
Transition into the customer advisory and financing process
360-degree consulting across all asset classes via financeManager