Cost reduction

We take on everything that creates additional work for you every day

As a regulated technology company, we understand not only your business, but also the regulatory burdens you face from our own experience. Through digitalisation and outsourcing, we can easily take the burden off your shoulders. Security and compliance are always our top priorities. This frees up your time for your core competencies.

  • Outsourcing of mandatory regulatory tasks
  • Customer sovereignty remains with you


Compliance

Continuous adaptation to the current regulatory environment

investify TECH deliberately relies on platform effects, also in the area of regulation. If legislation changes, for example, we efficiently adapt the platform for all our partners. You can therefore be sure that your solution always meets the current legal requirements. The good thing is that the adjustments are free of charge for you and you do not need any IT or staff capacities for this.

  • Legal certainty
  • Cost minimisation

Efficiency

We take over your back office and minimise head monopolies

With our regulatory and digitalisation services, we support you in implementing state-of-the-art value creation architectures. This enables you, for example, to completely save on your back office (opening of custody accounts, settlements, creation of reports, etc.). In addition, you no longer need process specialists in the background who represent critical head monopolies. As a positive side effect, you can grow as much as you want with us – without encountering capacity bottlenecks.

  • Focus on core competencies
  • Scalability

License as a Service

If required, you can even use our licence

investify TECH is a CSSF-regulated company. We therefore have all the regulatory requirements you need for the securities business. With our regulatory platform, we can therefore easily enable non-financials to enter the securities business as well. 

  • Solutions for financials
  • Solutions for non-financials

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

Read all about our approach

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Case study

An innovative asset management for more growth

Together with Maiestas AG, we have established a hybrid asset management that makes it particularly easy to connect external sales units and thus grow. 

Further references

Your future is ready with investify tech!

Get to know our interdisciplinary team of experts.

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