Connect finvantage to your workflow.

Import portfolios, investments, transactions and contacts via CSV upload. Map columns flexibly and validate data before import.

Export any report, portfolio overview or transaction list as a formatted Excel file — ready for further analysis or sharing.

Generate professional PDF reports with your branding. Portfolio summaries, quarterly reports and tax documents — one click.

Import structured data directly from Excel workbooks. Automatic sheet detection and column mapping with preview before import.

Connect bank accounts via PSD2-compliant APIs. Automatic transaction import, balance synchronization and account overview — read-only, secure and GDPR-compliant.

Upload bank statements as CSV or MT940 and match transactions to investments automatically. For accounts that do not support PSD2.

Export transaction data in DATEV-compatible format. Your tax advisor can import directly into their workflow — no manual data entry required.

Pre-formatted annual tax summaries with capital gains, distributions, withholding taxes and cost basis — per investment and aggregated.

Every document records who uploaded it and when it was created. Deleted documents are retained rather than erased — both the record and the stored file.

Your mandant administrator can publish an .ics subscription URL for the calendar. AGMs, board meetings, distribution dates and reporting deadlines — synced to Outlook, Google Calendar or Apple Calendar.

Configurable email alerts for portfolio events: new valuations, upcoming deadlines, distribution payments and report generation. Per investment or portfolio-wide.

Full programmatic access to portfolios, investments, contacts and reports. JSON-based, versioned and documented.

Receive real-time notifications when data changes. Configure webhooks per event type — valuations, transactions, documents or deal stage changes.

Secure authentication with OAuth 2.0 and hierarchical scopes.