Digital asset management
investify TECH develops asset management for Germany's largest state bank
New platform partner
investify TECH builds fully digitalised fund asset management for DJE Kapital AG
Sustainable wealth management:
investify TECH sets up asset management for leading European sustainability bank
Smooth: We create time for your core competencies
Funded by:
We have one goal: We want to make our B2B partners’ business models smarter and more efficient and strengthen securities distribution. What makes us unique: investify TECH provides not only the leading wealth management platform, but also the entire regulatory know-how. In practical terms, this means that we can take care of all the regulatory issues that you face on a daily basis. Your benefits: We help you become more digital while minimising your regulatory costs at the same time. In addition, we free up your mind and capacities for your core competencies, such as sales and asset management. #SecuritiesKnowHow
Improve digitalisation
and efficiency
Minimise
regulatory costs
Connect distributors
and marketplaces
Enable online
distribution
Leverage the strength of
advisors in a hybrid way
Develop modern and
sustainable products
Our platform makes you a pioneer without experimentation! By conviction, we provide all the necessary building blocks and processes for your securities business from a single source: from digital onboarding to the portfolio management system and daily doing to reporting. Only with our one stop approach can interfaces be minimised and simple, legally compliant solutions created. In addition, as a regulated company, investify TECH can also save on your entire back office. #EndToEndSmooth
Memberships
Memberships
You simply want to digitalise your asset management, make it more sales-oriented and prefer to leave the regulatory work to professionals? Personal advice should take centre stage? Or perhaps you want to implement a new forward-looking asset management system? Then we have the right solutions!
Do you want to distribute funds, ETFs, certificates, etc. digitally as easily as possible and in compliance with MiFID? At the same time, your customers should also be able to view the performance on a daily basis, thus achieving maximum customer loyalty? Then we have the right solutions!
Your company operates an established asset management business and you want to become more digital and manage regulatory requirements more efficiently? We help you to make your value creation future-proof step by step with our innovative modules.
You simply want to digitalise your asset management, make it more sales-oriented and prefer to leave the regulatory work to professionals? Personal advice should take centre stage? Or perhaps you want to implement a new forward-looking asset management system? Then we have the right solutions!
Do you want to distribute funds, ETFs, certificates, etc. digitally as easily as possible and in compliance with MiFID? At the same time, your customers should also be able to view the performance on a daily basis, thus achieving maximum customer loyalty? Then we have the right solutions!
Your company operates an established asset management business and you want to become more digital and manage regulatory requirements more efficiently? We help you to make your value creation future-proof step by step with our innovative modules.
investify TECH is a regulated company with its own licence. This gives us all the levers we need to make you more successful. For example, we can take over and digitalise all burdensome (regulated) processes and tasks for you. The result: lower costs and more compliance.
You don’t need large teams to use our innovative solutions! The reason: our solutions are based on a modular platform that we can easily adapt to your wishes and USPs. Instead of never-ending IT and regulatory projects, with investify TECH you get proven and secure securities solutions that are ready to use immediately. Once implemented, you always keep your finger on the pulse – without additional costs.
From the first to the last day, we were always 100% on schedule, and it was quite tight. I have rarely experienced it like that.
DR. CHRISTIAN JASPERNEITE
Chief Investment Officer, M.M. Warburg & CO
Your contacts at investify TECH:
Dr. Harald Brock Managing Director
Christian Kratz Founder/Managing Director
Contact us by phone at:
German branch +49 (0) 221 650 888 - 00
Luxembourg head office +352 27 86 28 - 68
Write to us at:
E-mail address service@investify.com
