Representative: Federico Taddei
Online Sim is the most important online open architecture in Italy with an expertise in distributing financial products (Funds and SICAVs). It was the first online funds supermarket in Italy launched in early 2000 and in 2004 it became part of ERSEL, a historical wealth management Group in Italy.
Currently, you can find over 3500 funds of 130 most important international brands covering 120 asset classes.
Online Sim also provides more than 1000 capital accumulation plan, 200 coupon funds, 11 pension funds and 2 life insurance products.
Retail clients open a web based account free from any fees and completely paperless. Online Sim provides exclusive and advanced advice services in order to help retail client to choose the best funds for each asset class, to have a financial check of their own portfolio and to follow Online Sim model portfolios.
As a B2B platform Online Sim provides to institutional clients a sub-distribution service or a fund brokerage service as well as order routing, clearing, settlement.