Linconomy

At Linconomy, we combine deep industry expertise with modern technology to create the tools that shape the future of wealth management. Our digital platform is designed to transform wealth management, offering users and advisors a unified and efficient overview of wealth and investments. With features such as portfolio aggregation, detailed risk management, sustainability analysis, and advanced reporting, we provide a comprehensive solution for optimizing wealth management. At Linconomy, we provide wealth advisors—whether single- or multi-family offices, financial institutions, or investment advisors—with a consolidated and aggregated view of their clients' wealth across all asset classes and banks. We equip wealth advisors and their clients with one communication platform and the tools to manage investments based on individual preferences, ensuring data in a secure, compliant environment that meets all regulatory demands. Our platform also enables the analysis and tracking of sustainability factors across all asset classes.