Robo Advisor Suite – Digital self-service solutions in white label
Sustainable Robo Advisor
”It was impressive how quickly and easily we were able to build our digital asset management with the help of investify TECH, which conveys our strong sustainable DNA.”
Georg Schürmann Managing Director Triodos Bank N.V. Germany
Sustainable Robo Advisor
”It was impressive how quickly and easily we were able to build our digital asset management with the help of investify TECH, which conveys our strong sustainable DNA.”
Georg Schürmann Managing Director Triodos Bank N.V. Germany
SMOOTH TECH
“From the first to the last day, we were always 100% on schedule, which was quite tight. I have rarely experienced it like that.“
Dr Christian Jasperneite Chief Investment Officer, M.M. Warburg & CO
SMOOTH TECH
“From the first to the last day, we were always 100% on schedule, which was quite tight. I have rarely experienced it like that.“
Dr Christian Jasperneite Chief Investment Officer, M.M. Warburg & CO
Powerful package
We build robos 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
Self-service
onboarding
End customer
portal/app or APIs
Smart
reportings
Custodian bank
connection
CRM and
analysis tool
Regulatory und easy
daily run
White label solutions
A mere 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 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 of the portfolio structure
- Reporting (quarterly and costs)
- etc.
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 is 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: 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: 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 SozialBank, Triodos Bank or Pax Bank. We have built 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
Source: 1 Franke/Piller (2004). 2 ZEB, digital puls check 3.0, 2018.
New opportunities
Embedded finance with investify TECH
Today, financials and non-financials have to go new ways in sales. We demonstrate our embedded wealth expertise in various cooperations! Find out how we have implemented an exciting approach with boerse.de and where our advantages lie.
Modular wealth management
Portfolios with a personal touch
The megatrend of individualisation is making its way into asset management. This allows clients to give their investment strategy a very personal touch and still leave portfolio management to the capital market experts.
Norbert Wulf (Editor) | 21.02.2022 | With statements from Dr. Harald Brock (Managing Director investify TECH)
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 make an attractive sustainable offering to experienced and inexperienced customers alike.
