Only a strong package leads to the goal

By conviction, we digitalise asset management from start to finish and put an end to patchwork

Your discerning clients want first-class personal support, comprehensible counselling sessions and outstanding digital processes. To achieve this, your internal processes must also be designed efficiently. We are firmly convinced that this can only succeed if all the components of asset management come from a single source. With our one-stop approach, we therefore deliberately put an end to interface problems and expensive piecemeal work! #HybridOneStop

selfServiceOnboarding

Hybrid onboardings
and legitimation

endkundenAPI

Advisor and client
portals incl. app

regulatorik

Back office and
regulation

porftoliomanagementSystem

Wealth engine incl.
portfolio management system

depotbank

Custodian
bindings

kundenReportings

Smart automated
reports

SMOOTH FORWARD

With us, you can inspire your clients right from the risk profiling and opening of a custody account.

Maximum customisability

We convey your unique selling proposition and investment philosophy

Our B2B partners work with us because we develop solutions that integrate the corporate DNA within the entire value chain. In doing so, we build on a highly customisable platform base. The result: easily implemented solutions for personal customer care in the digital age.

Adaptation:

  • Front end designs
  • Asset management and portfolios
  • Advisory tools and simulations
  • Pricing structures
  • Entry volume
  • Reporting, documents and sales reports
  • etc.

More than just innovative technology

We make your daily business easier

Increasing regulation, daily operations, but also settlements, etc. are important topics that normally burden operations and cause a lot of time and costs. Our solutions simply take this burden off you and improve compliance at the same time.

We take care of mandatory regulatory tasks

  • Adaptation to current regulatory requirements
  • Ordering and order controls
  • Monitoring of loss thresholds
  • Monitoring of investment guidelines
  • Monitoring of portfolio structure
  • Reporting (quarterly and costs)
  • etc.

Learn more

We take care of the daily operation

  • Fully automated opening of portfolios
  • Daily management of portfolios incl. rebalancing
  • Free further development of your solution
  • etc.

We take care of the complete settlements

  • Customer statements
  • Fee collections
  • Billing of affiliated sales units
  • etc.

To the point

We put an end to boring reports

Customers are placing more and more value on design and clarity. That's why we build and generate individual reports for you, which can be seen by your demanding clientele. MiFID compliance guaranteed!


Flexible asset management

Decide how the portfolios are constructed

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

Portfolio construction

  • Option 1: You use your excellent model portfolios on our platform
  • Option 2: You use our marketplace and access the model portfolios of renowned asset managers (e.g., DJE, BlackRock)

Product classes

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

Specifics

  • Coverage of sustainability requirements 
    (ESG, SDG, Look Through, etc.)
  • Optional core satellite approach
  • 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

Case study

Establishment of digitalised asset management in private banking

Together with IBB we have created a hybrid solution that sets new standards. The result: IBB employees can focus on their core competencies of sales and asset management and inspire their customers with smart processes.

Your future is ready with investify tech!

Get to know our interdisciplinary team of experts.

Contact us