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Created on 7.12.2021 I By investify

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 Allocation Marketplace, easily accessible to other cooperative banks and sales units

investify TECH is digitizing the asset management provided by Value Experts Vermögensverwaltungs AG or VALEXX AG in short. The innovative hybrid asset management offers added value not only to its own advisors and clients. VALEXX AG also plans to make its asset management accessible to other cooperative banks and sales partners. The new solution is an important step in continuing VALEXX AG's strong growth course.

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With this cooperation, VALEXX AG is breaking new digital ground in the field of asset management. Using the platform provided by investify TECH, the asset managers now manage their clients completely digitally. The focus remains on personal advice. Quarterly reports, the complete contract system and all other information are immediately available digitally at all times. Access via an end client portal enables insight into the portfolio and convenient use at any time. VALEXX employees also benefit from additional functions that support personal consulting.

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With the help of the Marketplace, cooperating banks and sales units can draw on the excellent asset management expertise of VALEXX AG and concentrate entirely on asset management sales. Hannoversche Volksbank eG has already been offering its customers the outstanding asset management expertise of VALEXX AG for several years.

Asset management from a singen source 

One-stop and marketplace approaches like that of investify TECH are becoming more and more convincing. They enable comprehensive digitalization of private banking and high-end private client business.

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Regional institutions and asset managers can easily meet the demands of digitalisation in this way, because many of these companies are ideally positioned. Digitisation creates new ways to bring existing strengths such as the personal relationships of financial institutions with their customers back to the fore.

"Digitalisation, customer satisfaction and sustainable growth can only happen if the system behind it is provided from a single source. Digital onboarding alone has long since ceased to be sufficient for future-proof asset management. Our clients want modern personal advisory and simulation tools, smartphone apps, engaging dashboards, smart quarterly reports and a streamlined closing process. The end-to-end investify TECH platform offers all of this and propels the entire value chain into the future," says Mario Drotschmann, authorized signatory of VALEXX AG.

The new cooperation is completed by Baader Bank as a partner for account and securities account management as well as securities trading for VALEXX AG's customers. "We already have a long-standing B2B partnership with investify. We are very pleased to be responsible for the settlement and stock exchange connection as well as the securities account management in this newly created, innovative cooperation with VALEXX," said Oliver Riedel, member of the Board of Directors of Baader Bank.

End-to-end platforms offer relief 

The particular advantage of investify TECH lies in the platform's regulatory modules. It allows asset managers and banks to significantly minimize the regulatory burden. The platform approach also means that the solutions are affordable. Thanks to state-of-the-art technology, the minimum investment amount can also be lowered significantly, thus reducing the barrier to entry into asset management.

Dr. Harald Brock, one of the managing directors of investify TECH, explains: "We are delighted to have gained VALEXX AG, a strong asset manager with close ties to cooperative banks. We offer VALEXX AG as well as future cooperation partners everything they need for digital asset management. In addition, plug-and-play functionality makes connecting further sales units as simple as it gets. This means that third-party distributors can also benefit from the innovative technical solution and asset management expertise of VALEXX AG."

Ansgar Wigger, also managing director of investify TECH, sums it up as follows: "For us, the cooperation with VALEXX AG is solid proof that we are on the right track with our end-to-end solution. We are also setting new standards in the back office. Among other things, our platform takes care of opening portfolios, ordering including controls, rebalancing, creating quarterly and cost reports, and monitoring loss thresholds in a fully automated way. Thanks to the cooperation with us, banks and asset managers can once again focus entirely on their core competences: sales and asset management."

More about the regulatory platform

About VALEXX AG 

Value Experts Vermögensverwaltungs AG (VALEXX AG in short) was founded in 1996 and is now one of the largest independent asset management companies in Germany with around 2,200 clients and 50 employees. The company has branches in Hanover, Beckum, Berchtesgaden, Bielefeld, Kiel, Munich, and Traunstein.

VALEXX AG has an excellent national and international network that has grown steadily over many years and focuses on advising wealthy private clients, entrepreneurs and foundations according to a clear system of values and performance. VALEXX AG clients choose between asset management, investment advice, or family office services. In doing so, advisors, employees and the company's management are committed to a clear system of values: Fairness, competence, partnership, and sustainability are at the heart of all its actions. Permanent asset monitoring and a risk-conscious investment policy ensure sustainably good results. For this, VALEXX AG is regularly awarded the top grade "summa cum laude" by renowned testing bodies, such as the Handelsblatt Elite Report.