Complete solution

We make securities distribution simple and smart

We not only develop innovative asset management, but also smart routes for fund or ETF distribution. What do our partners particularly appreciate? We bring everything you need for strong digital securities sales and maximum compliance. Our goal is to make the sales process as simple as possible for end customers and advisors and to offer maximum transparency. Our platform ensures that you are always up-to-date. Our one-stop approach also makes implementing our solution as easy as possible. #ExecutionOneStop

selfServiceOnboarding

Self-service
onboarding

endkundenAPI

End customer
portal/app or APIs

kundenReportings

Smart
reporting

depotbank

Custodian bank
connection

crmAnalyse

CRM and analysis
tools

regulatorik

Regulatory und easy
daily run

Smooth forward!

With our solutions you score from onboarding to reporting - Ask our B2B customers

DNA-Ready

We integrate your USPs into the digital distribution of securities

We are committed to developing securities solutions that set us apart from our competitors and assert themselves on the market. To this end, we take your USPs and integrate them into the distribution pathways and dashboards. We are only able to do this because our standardised wealth management platform offers maximum adaptability – a contradiction? No, as our numerous references demonstrate!

Adaption:

  • Front-end designs
  • Flows and processes
  • Reporting and documents
  • Securities (funds, ETFs, etc.)
  • Price structure
  • etc.

More than just innovative technology

We make your daily business easier

Increasing regulation, daily operations, but also billing, etc. are important topics that normally burden operations and cause a lot of time and costs. Our technology and regulatory platform simply takes these burdens off your shoulders.

We take care of mandatory regulatory tasks

  • Adaptation to current regulatory requirements
  • Ordering and order controls
  • Reporting (quarterly and costs)
  • etc.

Learn more

We take care of the daily operation

  • Fully automated securities account opening
  • Daily management of portfolios incl. rebalancing
  • Optional end customer support
  • Free further development of your solution
  • etc.

We take care of all
settlements

  • Customer settlements
  • Fee collections
  • Settlement of connected sales units
  • etc.

To the point

We put an end to boring reports

End customers are placing more and more value on design and clarity. That's why we build and generate individual reports for you that are well worth seeing. MiFID compliance guaranteed!


Flexible asset management

Decide what the portfolios look like

If your core competence is asset management, we simply implement your model portfolios on our platform. You don't have any competencies here? No problem! Then simply use our investment marketplace, for example, and access the best asset allocations on the market there.

Portfolio

  • The choice is yours: decide how many different products the end customer can buy into their portfolio
  • The good thing: With our customer dashboards and smartphone apps, your customer always keeps an overview

Product classes

  • Shares
  • ETFs
  • Bonds
  • Funds
  • Certificates
  • Illiquid products

Specifics

  • Coverage of sustainability requirements
    (ESG, SDG, Look through, etc.)
  • Mass customisation
  • Fitting algorithms for easy portfolio individualisation

Sustainability

Project experience best in class

For years, we have been working with numerous sustainability banks such as the Bank für Sozialwirtschaft, Triodos Bank or Pax Bank. We have built up a wealth of experience that has been incorporated into our innovative platform. All our clients benefit from this.

  • Sustainability-compliant target market conception
  • Suitability documentation

Market leader in mass customisation

We create personalisable products that your customers love!

Fewer and fewer customers want off-the-peg services. This is just as true for shoes as it is for financial services. investify TECH addresses this customer need and creates customisable solutions. Our fitting algorithms also ensure that customisation is simple. The advantages:

  • Greater customer satisfaction
  • More customer interaction
  • Greater willingness to recommend
  • Lower price sensitivity
  • Lower comparability 1

of bank customers consider customisability of services to be very important.2

1 Franke/Piller (2004).    2 ZEB, digital puls check 3.0, 2018.

Your future is ready with investify tech!

Get to know our interdisciplinary team of experts!

Contact us