Execution Only Suite – Simply distribute ETFs and funds under the white label
With investify TECH you get the right tools from a single source!
Innovative one-stop approach
Sustainable Robo Advisor
„It was impressive how quickly and easily we were able to build a digital asset management with the help of investify TECH, wich 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 a digital asset management with the help of investify TECH, wich conveys our strong sustainable DNA.“
Georg Schürmann Managing Director Triodos Bank N.V. Germany
Complete solution
We make securities distribution simple and smart
We not only develop 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
Self service
onboarding
End customer
portal/app or APIs
Smart
reporting
Custodian bank
connection
CRM and
analysis tools
Regulatory und easy
daily run
DNA-Ready
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!
Adaption:
- Front-end 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
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
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
- 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
Specifics
- Coverage of sustainability requirements
(ESG, SDG, Look through, etc.) - 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
