Funded by:

1.0Problem solver

investify TECH – Digitalisation and regulation can also be smooth!

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 leading wealth management 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

regulatory costs

Connect distributors
and marketplaces

Enable online

Leverage the strength of
advisors in a hybrid way

Develop modern and
sustainable products

2.0Wealth management 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. #EndToEndSmooth






Our hybrid and digital wealth management solutions

  • Selection:
  • Private Banking Suite
  • Robo Advisor Suite
  • Execution Only Suite

Focus on personal advice

You simply want to digitalise your asset management, make it more sales-oriented and prefer to leave the regulatory work to professionals? Personal advice should take centre stage? Or perhaps you want to implement a new forward-looking asset management system? Then we have the right solutions!

Modern self-service solutions

Do you want to tap into new customer groups with a smart digital self service solution or perhaps offer existing customers a modern financial investment with low entry barriers? Then we have the right solutions!

Simply distribute securities

Do you want to distribute funds, ETFs, certificates, etc. digitally as easily as possible and in compliance with MiFID? At the same time, your customers should also be able to view the performance on a daily basis, thus achieving maximum customer loyalty? Then we have the right solutions!

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 solutions

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
  • Ordering/Ordering controls
  • Settlements
  • etc.


Get to know our interdisciplinary team of experts!


4.0Smooth TECH

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 Challenge, plan
and found:

We accompany you during product development and the creation of business cases.

2 Make

We are also happy to support you in preparing documents for board and project meetings.

3 Implement

Our team ensures that you only have to invest a minimum of effort in the implementation.

4 Continuous

Thanks to our platform approach, we continuously develop your solution - at no cost.

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.