Powerful package

We build robots from a single mould by conviction

We have been developing powerful robo advisors since our foundation. Our solutions are used by B2B partners in the retail segment as well as in private banking. What do our partners appreciate in particular? We offer everything you need for strong digital securities sales and maximum compliance. Our one-stop approach not only leads to particularly smart solutions, but also minimises implementation costs. #RoboOneStop

selfServiceOnboarding

Self-service
onboarding

endkundenAPI

End customer
portal/app or APIs

kundenReportings

Smart
reportings

depotbank

Custodian bank
connection

crmAnalyse

CRM and analysis
tool

regulatorik

Regulatory und easy
daily run

SMOOTH FORWARD

With our solutions you score from onboarding to reporting - Ask our B2B customers

White label or co-branding?

Just a change of colour is not enough for us with our B2B Robo Advisors. We want to transport your USP!

Our claim is to build solutions that stand out and hold their own in the market. To do this, we take your USP and bring it into the Robo. We can only succeed in this because our standardised platform is maximally adaptable – a contradiction? Not in the least – as testified by our numerous references!

Adaptation:

  • Frontend designs
  • Flows and processes
  • Reportings and documents
  • Asset and portfolio management
  • Price structure
  • etc.

More than just asset management software

We make your day-to-day business easier with the digital back office for asset managers

Increasing regulation, daily operations, but also settlements, etc. are important topics that generally slow down operations, are time-consuming and cause great costs. Our technology and regulatory platform simply takes this burden off your shoulders.

We take care of mandatory regulatory tasks

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

More

We take care of the daily operation

  • Fully automated securities account opening
  • Daily management of portfolios incl. rebalancing
  • Optional end customer support
  • Free further development of your solution
  • etc.

We take care of all settlements

  • Customer settlements
  • Fee collections
  • Settlement of connected sales units
  • etc.

To the point

We put an end to boring reports

End customers are placing more and more value on design and clarity. That's why we build and generate individual reports for you that are well worth seeing. MiFID compliance guaranteed!


Flexible asset management

Decide what the portfolios look like

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

Portfolio construction

  • Option 1: You use your excellent model portfolios on our platform
  • Option 2: Together with a renowned asset manager, we develop portfolios for you that fit your robo philosophy
  • Option 3: 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 (Mass customisation)
  • 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

Market leader in mass customisation

We create personalisable products that your customers love!

Fewer and fewer customers want off-the-peg services. This is just as true for shoes as it is for financial services. investify TECH addresses this customer need and creates customisable solutions. Our fitting algorithms also ensure that customisation is simple. The advantages:

  • Greater customer satisfaction
  • More customer interaction
  • Greater willingness to recommend
  • Lower price sensitivity
  • Lower comparability 1

of bank customers consider customisability of services to be very important.2

1 Franke/Piller (2004).    2 ZEB, digital puls check 3.0, 2018.

Case study

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

Together with Triodos Bank, investify TECH has developed a robo with special sustainability requirements. With the Triodos Impact Portfolio, the bank with Dutch roots can now position itself even more strongly in the securities business and thus offer experienced and inexperienced customers alike an attractive sustainable offering. 

Further references

Your future is ready with investify tech!

Get to know our interdisciplinary team of experts.

Contact us