New cooperation:
INVESTIFY TECH SETS UP ASSET MANAGEMENT FOR LARGEST EUROPEAN SUSTAINABILITY BANK
INVESTMENT AND REGULATORY SOLUTIONS AS A SERVICE
We create time for your core competencies
- Asset Management
- Robo Advisory
- Execution Only
Funded by:
1.0Problem solver
investify TECH - Digitalisation and regulation can also be smart!
We have one goal: We want to make our B2B partners' business models smarter and more efficient and strengthen securities distribution. What makes us unique: investify TECH provides not only the best technology platform, but also the entire regulatory know-how. In practical terms, this means that we can take care of all the regulatory issues that you face on a daily basis. Your benefits: We help you become more digital while minimising your regulatory costs at the same time. In addition, we free up your mind and capacities for your core competencies, such as sales and asset management. #SecuritiesKnowHow
Improve digitalisation
and efficiency
Minimise
regulatory costs
Connect distributors
and marketplaces
Enable online
distribution
Leverage the strength of
advisors in a hybrid way
Develop modern and
sustainable products
Top News
2.0Investment platform
One-stop white label solutions
Today, true digitalisation can only succeed with a strong platform. Anything else is just expensive patchwork!
Our platform makes you a pioneer without experimentation! By conviction, we provide all the necessary building blocks and processes for your securities business from a single source: from digital onboarding to the portfolio management system and daily doing to reporting. Only with our one-stop approach can interfaces be minimised and simple, legally compliant solutions created. In addition, as a regulated company, investify TECH can also save on your entire back office. #EndToEndSmart
Memberships
Memberships
Plug and Play
We make your path to the digital future easy!
You don't need large teams to use our innovative solutions! The reason: our solutions are based on a modular platform that we can easily adapt to your wishes and USPs. Instead of never-ending IT and regulatory projects, with investify TECH you get proven and secure securities solutions that are ready to use immediately. Once implemented, you always keep your finger on the pulse – without additional costs.
You want more time for your core competencies?
We can help you!
You want more time for your core competencies?
We can help you!
3.0Regulatory platform
Minimising regulatory costs
Increasing regulation need no longer be a hindrance today!
investify TECH is a regulated company with its own licence. This gives us all the levers we need to make you more successful. For example, we can take over and digitalise all burdensome (regulated) processes and tasks for you. The result: lower costs and more compliance. #PlatformMakesRegulationEasy
- Preparation of all reporting (costs, quarterly, ESG, etc.)
- Loss threshold monitoring
- Settlements
- etc.
4.0Smooth forward
Quickly implemented, easy to use
Each of our cooperation partners is different and has specific framework conditions, goals and requirements. In a structured process, we therefore pick you up where you are in the transformation and make life easy for you and your customers. #PermanentCustomerCentric
1
Generate
ideas:
You have a problem but no concrete solution yet? We are happy to help you get started.
2
Challenge, plan
and found:
We accompany you during product development and the creation of business cases.
3
Make
decisions:
We are also happy to support you in preparing documents for board and project meetings.
4
Implement
together:
Our team ensures that you only have to invest a minimum of effort in the implementation.
5
Continuous
development:
Thanks to our platform approach, we continuously develop your solution - at no cost.
