The Ownly app offers wealthy clients a holistic overview of their assets and offers access to selected financial information and products.
Details about Ownly
High net-worth individuals frequently end up with such a breadth of complex asets that it is difficult for them to keep track of their investments and overall finances. Many use family offices or other kinds of asset managers who collate information about the individual’s wealth, structure their portfolios, and offer financial advice. Ownly does exactly that, too, but digitally. Its app allows individuals to manage all of their assets (cash, securities, property, private equity investments, etc.) and offers selected financial products provided by independent partners.
The company motto is “Be your own bank”, and by giving companies easily-managable, at-a-glance multibanking functionality, it lives up to the claim, offering a range of supplementary modules such as property valuation, accounting for non-liquid assets, and financial reports. The overall aim is to offer all of the same functionalities as family offices to greatest possible extent in a digital environment. Thus far, Ownly is exclusive to the Apple environment.