Ana Brankovic, Fintrust Partners AG

Ana Brankovic
Ana Brankovic
CMO & Partner, Fintrust Partners AG

Fintrust Partners AG specializes in delivering comprehensive financial solutions tailored to startups, scaling businesses, and enterprises. Their services include accounting and payroll management, reporting and controlling, and CFO advisory.

By partnering with FinTrust Partners, we can now offer our customers an even wider range of services.

We spoke with Ana Brankovic, CMO & Partner at FinTrust Partners, to learn how Aequitec’s offerings are adding value for their clients.

Why did you decide to partner with Aequitec?

FinTrust Partners AG is all about providing comprehensive financial solutions tailored to the needs of startups, scaling businesses, and enterprises. We handle everything from accounting and payroll management to reporting, controlling, and CFO advisory services.

For us, it’s crucial to offer a full suite of services that meet all our client’s needs. Partnering with Aequitec was a perfect opportunity to get closer to that goal. With Aequitec, we can now offer share register management, the creation of bankable shares, and the organization of general meetings. It’s a significant expansion of our services.

What do you particularly like about Aequitec?

The Aequitec software has been a game-changer for us. Its intuitive user interface really streamlines processes like shareholder administration and recording corporate actions. This has greatly improved transparency and compliance, saving our clients valuable time and resources.

How has the Aequitec software helped you with customers you already have in common?

Shareholder management can get pretty complex and time-consuming, especially with a large shareholder base. We had a client who added over 60 new shareholders through crowdinvesting. Managing them efficiently was a challenge, but Aequitec’s comprehensive services made it much easier and prepared them for future capital increases.

What are your future plans with Aequitec?

We see even greater synergies ahead with Aequitec. For example, many of our clients are interested in organizing virtual general meetings, and Aequitec already offers a market-established solution for that. We’re also looking to deepen our collaboration to provide the best customized solutions for our clients’ growth.

Which companies would you recommend using Aequitec software?

I’d recommend it especially to modern companies looking for a reliable and future-oriented solution for shareholder administration. But it’s also a great fit for established SMEs with a few key shareholders who need an attractive, efficient solution.

All Testimonials Published at: 2024-07-12