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Strong companies rely on investify TECH's technology and regulatory platform

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Asset manager

investify TECH implements embedded wealth approach for Boerse.de

  • Special features: Embedded wealth approach for Boerse.de
  • Backoffice: Complete saving (outsourcing to investify TECH)
  • Asset allocation: Development of the single stock portfolio by boerse.de (100 single stocks)
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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
  • Backoffice: Complete saving (outsourcing of all mandatory tasks to investify TECH)
  • Asset allocation: Creation of the impact portfolios by the Triodos 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
  • Backoffice: Complete saving (outsourcing of all mandatory tasks to investify TECH)
  • Asset allocation: Creation of the sustainable model portfolios by the BFS
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Asset manager

Robo for connecting external broker pools and sales units

  • Special features: Scalable connection of distribution units
  • Backoffice: Complete savings (incl. settlement of the connected distributors by investify TECH)
  • Asset allocation: Development of the model portfolios by Maiestas
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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
  • Backoffice: 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
To the Success Story

Fintechs

Investment advice and Riester applications

  • Special features: Investment solutions to expand the range of services offered by Sopra
  • Backoffice: Still with the affiliated banks
  • Asset allocation: Through the affiliated banking group
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Asset manager

Robo to tap into new digitally interested customer groups

  • Special features: Choice of various portfolio variants (investment marketplace)
  • Backoffice: Full savings, incl. use of the investify TECH licence
  • Asset allocation: Model portfolios of ICM InvestmentBank
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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)
  • Backoffice: Complete savings through digitalisation and outsourcing of regulated mandatory processes
  • Asset allocation: Use of Valexx model portfolios
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Banks

Building of one of the first sustainable Robos

  • Special features: Sustainable Robo for online and branch sales
  • Backoffice: Complete saving, use of investify TECH licence
  • Asset allocation: Sustainable model portfolios of the Pax Bank
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Fintechs

Establishment of the first asset manager marketplace

  • Special features: Clients can select different asset managers (modular)
  • Backoffice: Complete saving with partners
  • Asset allocation: Wide choice of allocations by client/advisor
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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
  • Backoffice: Full savings, settlement of affiliated advisors through investify TECH
  • Asset allocation: Creation of the model portfolios by investify TECH in cooperation with BlackRock
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Financial intermediary

Hybrid asset management as platform extension

  • Special features: Development of a fully digitalised asset management for hybrid use (client/advisor)
  • Backoffice: Complete savings through digitalisation and outsourcing of regulated mandatory processes
  • Asset allocation: Model portfolios from BlackRock/investify TECH
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More B2B cooperations:

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We make your path to the digital future easy!

1 Challenge, plan
and found:

We accompany you during product development and the creation of business cases.

2 Make
decisions:

We are also happy to support you in preparing documents for board and project meetings.

3 Implement
together:

Our team ensures that you only have to invest a minimum of effort in the implementation.

4 Continuous
development:

Thanks to our platform approach, we continuously develop your solution - at no cost.

Articles and news

All news

B2B cooperations

Warburg Navigator now cooperates with investify TECH

Published: 23.05.2023

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B2B cooperations

investify TECH expands cooperation with aixigo as trusted technology partner for their future B2B roadmap

Published: 09.02.2023

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Press article

“A lot of educational work still needs to be done”

Published: 01.12.2022

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