OpenFinance, a BME subsidiary specializing in the development and implementation of technology solutions for financial advice and portfolio management, has signed an agreement with Aldesa Corporación de Inversiones for implementing its Openworkplace® platform. It will also carry out management activities with its clients and tracking product portfolios within the financial firm’s sales management.

With this important agreement, OpenFinance breaks into Costa Rica and continues to expand its services and products in Latin America. In the Costa Rican market, Aldesa Corporación is one of the longest standing institutions and renowned for its robustness and reliability when advising clients.
Openworkplace® is a technological platform for attracting, advising and retaining clients in the high, medium and low net worth segments through customized, individual advice strategies, standardized recurring advice and through portfolios managed independently.

Founded in 1968 as a financial consulting company, Aldesa is one of the most experienced business firms in the Costa Rican Stock Market. In 1976 Aldesa Valores Puesto de Bolsa was created as an asset management firm and one of the founding companies of the Costa Rican Stock Exchange (Bolsa Nacional Valores S.A.) In 1988 Aldesa helped usher in a new era in the Costa Rican Stock Market by introducing investment funds through Aldesa Sociedad de Fondos de Inversión S.A. Since then, Aldesa SFI has created a line of funds from both the local and international market to meet the various needs of its customers.

For the last forty years, Aldesa has stood out due to continuous evolution that turned it into a sound, knowledgeable, and reliable business firm.
Through this agreement OpenFinance adds Costa Rica to Chile, Mexico and Colombia as the countries in the region where it operates, thus increasing its presence in Latin America under the BME seal and reaffirming its commitment to service and permanence in the area through products and innovative services that support the development of financial markets and through collaboration with reputed local partners.

About OpenFinance:

Openfinance is a leading specialist in the development, implementation and maintenance of innovative technology solutions for financial advice and portfolio management. It has proven experience in developing solutions that are integrated into financial institutions, which provide clients with support throughout the entire decision-taking process, covering the provision of financial information and market trading tools.

The company was founded in 2002 by professionals in the technology and financial sectors. It has been part of the Infobolsa group (owned by BME and Deutsche Boerse) since 2011, which provides it with strength and confidence that position it as a benchmark in the international financial sector.