The World of Finance is Changing: Your Transformation Begins Here

Introduction: The market is moving – move with it

The financial world is evolving rapidly. Classic wealth managers face the challenge of adapting their business models to meet the growing demands of a digital world. Markets now demand creative solutions and agile players that are not only reactive but proactive.

Koala.Markets is your strategic partner in this transformation. Our platform enables you to transition from the traditional model to the Neobroker model—efficiently, seamlessly, and future-ready.

Our Solution: Designed for Forward-Thinking Wealth Managers

Koala.Markets is much more than a software solution—it’s a fully integrated ecosystem that empowers asset managers to strengthen client relationships and market positions sustainably. With cutting-edge technology and tailored infrastructure, we set new benchmarks for efficiency and integration.

Discover the Koala.Markets Brokerage Ecosystem

forward-thinking marketplace that seamlessly connects B2B, B2C, and B2B2C channels with trading platforms, banks, and leading API technologies. Your benefit? Maximum efficiency in trading and clearing.

Allow us to demonstrate how Koala.Markets can streamline your processes and strengthen your market presence.

Your Advantage, Our Focus

With Koala.Markets, you gain a solution specifically designed to support wealth managers in a dynamic market environment. Our platform offers:

• Trading Venues: Direct access to established trading platforms to offer a broad portfolio of securities, ETFs, funds, and alternative investments.
• Banking Partners & Client Money Management: Efficient solutions for client money management, supported by renowned partners like Clearstream and Allfunds.
• Clearing and Custody Banks: Seamless connections to leading clearing and custody banks for smooth transaction processing.
• Regulatory Reporting: Automated, tamper-proof reporting that effortlessly meets MiFID II and other regulatory requirements.
• B2C Retail Clients and B2B2C Sales Channels: Expanded distribution channels to efficiently reach new customer groups and enhance your influence.

Let us turn your challenges into opportunities—contact us for a discussion!

Your Own Fund: Tailor-Made Solutions for the Future

Koala.Markets offers a solution that goes far beyond traditional consulting. Together with capital management companies, you can develop bespoke fund strategies and act as an issuer.

Additionally, our platform enables the direct issuance of funds under the eWpG provisions and tokenized cryptocurrency securities, delivering investment products with efficiency, transparency, and flexibility.

Explore the possibilities of tokenization and how eWpG-compliant solutions can help you reach the next level.

eWpG and Tokenization: The Future of Your Funds

Koala.Markets sees itself as your strategic partner in a transforming market. Our platform helps you:

• Offer tokenized mutual fund shares: Maximize efficiency and transparency with blockchain technology.
• Issue eWpG-compliant securities: Meet the highest regulatory standards and access new markets.

We collaborate closely with crypto custodians, crypto registers, and tokenization platforms to ensure seamless integration
Launch your fund tokenization today. Talk to us about your strategy.

The Vision: The Future of Wealth Management – Growing Together

Imagine a world where 10% of Germany's wealth managers—approximately 70 companies— use a unified trading tool. Each manager brings an average of 1,000 clients. The result? A network of 70,000 users, creating synergies, boosting trading volumes, and strengthening your market position.
Join this vision—with Koala.Markets, you're shaping the future of wealth management.

Why Act Now?

Markets are evolving, and those who make the right decisions today will lead tomorrow. Digital transformation isn’t optional—it’s essential.

Act now to secure your position at the forefront of wealth management with Koala.Markets.

Conclusion: Growing Together, Winning Together

Koala.Markets is more than a platform—it’s a strategic lever for growth, innovation, and success. Let’s bring your vision to life and transform the financial world.