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Banks

investify TECH builds digital asset management for Germany’s largest Landesbank

  • Special features: Fully digitalised asset management
  • Back office: Full saving (outsourcing to investify TECH to improve efficiency)
  • Asset allocation: Development of portfolios by LBBW
  • Integration: OSP core banking system of the savings bank organisation and Baader Bank (custodian bank)
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Asset manager

investify TECH builds fully digitalised fund asset management for DJE

  • Special features: Build and operate a fully digitalised fund asset management solution that facilitates sales for pools and external distributors and enhances the end-customer experience
  • Back office: Achieving efficiency benefits in the DJE back office by outsourcing (mandatory) processes to investify TECH
  • Asset allocation: Portfolio creation by DJE Kapital AG experts
  • Integration: DJE-CRM and FNZ Bank (custodian bank)
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Asset manager

Digitalisation of a more established asset manager

  • Special features: Modular digitalisation of the value chain, such as client-advisor frontends incl. client app and reporting; important legacy systems remain in place
  • Back office: Certain areas were outsourced to investify TECH
  • Asset allocation: Individual and model portfolios are managed by Rhein Asset Management
  • Integration: V-Bank (custodian bank)

Asset manager

klarwert joins investify TECH

  • Special features: Construction of a fully digitalised asset management system used by Volksbanks
  • Back office: complete savings (outsourcing of burdensome activities to investify TECH)
  • Asset allocation: portfolio construction by Klarwert
  • Integration: atruvia core banking system and DZ Bank
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Banks

Development of digital asset management for private bank (Navigator)

  • Special features: Fully digital asset management incl. client app
  • Back office: Complete saving (outsourcing of all burdensome (mandatory) tasks to investify)
  • Asset allocation: Creation of portfolios by asset managers from M.M. Warburg & CO
  • Integration: Baader Bank (custodian bank)
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Asset manager

investify TECH implements embedded wealth approach for Boerse.de

  • Special features: Embedded wealth approach for Boerse.de
  • Back office: Complete saving (outsourcing to investify TECH)
  • Asset allocation: Development of the single stock portfolio by boerse.de (100 single stocks)
  • Integration: Baader Bank and V-Bank (custodian banks)
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Banks

investify TECH sets up asset management for largest sustainability bank in Europe

  • Special features: Robo advisor with unique impact portfolios, sustainability dashboards and reports
  • Back office: Complete saving (outsourcing of all mandatory tasks to investify TECH)
  • Asset allocation: Creation of the impact portfolios by the Triodos Bank
  • Integration: atruvia core banking system and Baader Bank (custodian bank)
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Banks

The most innovative asset management for foundations

  • Special features: Geared to the specific requirements of foundations, e.g. special reports
  • Back office: Complete saving (outsourcing of all mandatory tasks to investify TECH)
  • Asset allocation: Creation of the sustainable model portfolios by the BFS
  • Integration: atruvia core banking system and DZ BANK
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Asset manager

Robo for connecting external broker pools and sales units

  • Special features: Scalable connection of distribution units
  • Back office: Complete savings (incl. settlement of the connected distributors by investify TECH)
  • Asset allocation: Development of the model portfolios by Maiestas
  • Integration: Baader Bank (custodian bank)
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Banks

Hybrid AM for private banking and robo for retail segment

  • Special features: Development of advisory and simulation tools for private banking. Robo Advisor for retail customers within the Würth Group
  • Back office: Saving of the back office, outsourcing of mandatory tasks to investify, linking of the platform with the core banking system
  • Asset allocation: IBB model portfolios
  • Integration: Baader Bank (custodian bank)
To the Success Story

Asset manager

Robo to tap into new digitally interested customer groups

  • Special features: Choice of various portfolio variants (investment marketplace)
  • Back office: Full savings, incl. use of the investify TECH licence
  • Asset allocation: Model portfolios of ICM InvestmentBank
  • Integration: Baader Bank (custodian bank)
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Asset manager

Digitalisation of AM and connection of third-party distributors

  • Special features: Development of a fully digitalised asset management for hybrid use (client/advisor)
  • Back office: Complete savings through digitalisation and outsourcing of regulated mandatory processes
  • Asset allocation: Use of Valexx model portfolios
  • Integration: Baader Bank (custodian bank)
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Banks

Building of one of the first sustainable Robos

  • Special features: Sustainable Robo for online and branch sales
  • Back office: Complete saving, use of investify TECH licence
  • Asset allocation: Sustainable model portfolios of the Pax Bank
  • Integration: atruvia core banking system and Baader Bank / DZ BANK (custodian banks)
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Fintechs

Establishment of the first asset manager marketplace

  • Special features: Clients can select different asset managers (modular)
  • Back office: Complete saving with partners
  • Asset allocation: Wide choice of allocations by client/advisor
  • Integration: OSP core banking system and dwp Bank
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Financial intermediary

Robo Advisor for hybrid use in a private banking unit

  • Special features: Implementation of a core-satellite approach with more than 20 theme investments
  • Back office: Full savings, settlement of affiliated advisors through investify TECH
  • Asset allocation: Creation of the model portfolios by investify TECH in cooperation with BlackRock
  • Integration: Baader Bank (custodian bank)
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Asset manager

Digital solution for an established Hamburg asset manager

  • Special features: Improvement of the digital closing capability of the asset management incl. core-satellite approach
  • Back office: Complete savings at the partner
  • Asset allocation: HAC portfolios, investment themes are also curated by HAC
  • Integration: Baader Bank (custodian bank)
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We accompany you during product development and the creation of business cases.

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Articles and news

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B2B cooperations

klarwert joins investify TECH

Published: 15.01.2024

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B2B cooperations

dwpbank develops new marketplace for asset management with investify TECH and Dericon

Published: 13.12.2023

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B2B cooperations

“Divine assistance helps with IT projects” – 3 years of trusting collaboration

Published: 11.12.2023

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