Complete solution

We make securities distribution simple and smart

We develop not only innovative asset management, but also smart routes for fund or ETF distribution. What do our partners particularly appreciate? We bring everything you need for strong digital securities sales and maximum compliance. Our goal is to make the sales process as simple as possible for end customers and advisors and to offer maximum transparency. Our platform ensures that you are always up-to-date. Our one-stop approach also makes implementing our solution as easy as possible. #ExecutionOneStop


End customer
portal/app or APIs


Custodian bank

CRM and
analysis tools

Regulatory und easy
daily run


Our platform: Swiftly implemented – easy to use

A practical report by M.M. Warburg


We integrate your USPs into the digital distribution of securities

We are committed to developing securities solutions that set us apart from our competitors and assert themselves on the market. To this end, we take your USPs and integrate them into the distribution pathways and dashboards. We are only able to do this because our standardised wealth management platform offers maximum adaptability – a contradiction? No, as our numerous references demonstrate!


  • Frontend designs
  • Flows and processes
  • Reporting and documents
  • Securities (funds, ETFs, etc.)
  • Price structure
  • etc.

More than just innovative technology

We make your daily business easier

Increasing regulation, daily operations, but also billing, etc. are important topics that normally burden operations and cause a lot of time and costs. Our technology and regulatory platform simply takes these burdens off your shoulders.

We take care of mandatory regulatory tasks

  • Adaptation to current regulatory requirements
  • Ordering and order controls
  • Reporting (quarterly and costs)
  • etc.


We take care of the daily operation

  • Fully automated securities account opening
  • Free further development of your solution
  • Optional end customer support
  • etc.

We take care of all

  • 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.


  • The choice is yours: decide how many different products the end customer can buy into their portfolio
  • The good thing: With our customer dashboards and smartphone apps, your customer always keeps an overview

Product classes

  • Shares
  • ETFs
  • Bonds
  • Funds
  • Certificates
  • Illiquid products


  • Coverage of sustainability requirements
    (ESG, SDG, Look Through, etc.)
  • Mass customisation
  • Fitting algorithms for easy portfolio individualisation


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

Your future is ready with investify tech!

Get to know our interdisciplinary team of experts!

Contact us