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
portal/app or APIs
CRM and analysis
Regulatory und easy
With our solutions, even customer onboarding is fun!
We integrate your unique selling propositions into digital distribution
Our mission is to build solutions that stand out and hold their own in the market. To do this, we take your USP and incorporate it into the sales routes and dashboards. We can only succeed in this because our standardised platform is maximally adaptable – a contradiction? No, as our numerous references show!
- Flows and processes
- Reporting and documents
- Securities (funds, ETFs, etc.)
- Price structure
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)
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
We take care of all
- Customer settlements
- Fee collections
- Settlement of connected sales units
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.
- 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
- Illiquid products
- Coverage of sustainability requirements
(ESG, SDG, Look through, etc.)
- Mass customisation
- Fitting algorithms for easy portfolio individualisation
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.
Articles and news
investify TECH and VALEXX AG cooperate and create innovative asset management
Technology and regulatory provider investify TECH and VALEXX AG enter into a strategic partnership End customers and advisors benefit along the entire value chain VALEXX AG makes its innovative asset management service, including the Asset...
investify TECH sets up asset management for largest sustainability bank in Europe
Triodos Bank and investify TECH have established an innovative asset management that meets particularly high sustainability requirements. This concerns both the portfolios and products as well as transparency and thus impacts reporting. With the...
Tech company turns local banks into entire marketplaces
Too local to fail? This is only true in the securities business if regional banks offer more independent advice and focus more on asset management. A marketplace that is not just blue or red should therefore be part of every regional bank!