Transparent pricing. No surprises.

Your portfolio data and documents are stored in German data centers (AWS Frankfurt, eu-central-1). We do not use external CDNs, tracking tools or third-party analytics services.

A mandant is an isolated organizational unit within finvantage — for example, a client of a multi-family office. Each mandant has its own data, users and permissions. Data is strictly separated at the application level.

Yes. The Professional plan includes full API access with OAuth 2.0 authentication and webhooks. You can integrate finvantage with your existing systems, automate data imports and build custom workflows.

You can import portfolios, investments and transactions via CSV upload. We also support manual data entry and are building integrations for common banking APIs. Our onboarding team helps with data migration for Professional customers.

Yes. There is no minimum contract period. You can cancel your subscription at any time — it remains active until the end of the current billing period. After termination you can request a copy of your data from us.

No. All plans — including Premium — can be cancelled monthly. The Starter plan is free forever with no time limit.

finvantage is an information and management platform, not a regulated financial services provider. No BaFin license is required. We apply the measures described on our security page: encryption in transit and at rest, append-only audit logs for account events, and GDPR compliance.

Security is our foundation: encrypted connections, AES-256-GCM for sensitive data at rest, Argon2id password hashing, append-only audit logs and strict mandant isolation.