B2B cooperations

Family Office von Plettenberg, Conradt & Cie co-operates with investify TECH 

Published: 16.05.2024 | By investify

The Düsseldorf family office of Plettenberg, Conradt & Cie (VPC) has a new value creation partner. The Luxembourgish-German technology and regulatory provider investify TECH is now responsible for the digitalization of its asset management.

Von Plettenberg, Conradt & Cie was founded in 2012 and offers both family office and wealth management services. “Invest like a family office” is the motto for wealth management clients. “From proposing an investment strategy to concluding a contract, our clients can easily complete all steps with the help of our new partner investify TECH,” says CEO Daniel Oyen. Customers will also receive digital access to their securities account, including a new VPC app. This allows them to stay up to date with their assets and have all documents clearly organised. “In investify TECH, we have found the perfect partner for realising our needs and the wishes of our customers,” adds his fellow board member Friedrich-Christian Frhr. von Plettenberg. “The short implementation time of just a few weeks is particularly noteworthy.”

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“We are delighted to have integrated VPC, a very successful and fast-growing family office, on our platform,” says investify TECH Managing Director Dr Harald Brock. “Our platform has established itself as the leading wealth management platform in Germany and has gained many new B2B partners in recent months – from ECB-regulated major banks, traditional private banks and medium-sized independent asset managers to insurance groups.”

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“Customers appreciate the fact that we ‘think’ and implement technology and regulation together. This reduces complexity and ultimately ensures lower costs and rapid and secure implementation,” says his management colleague Ansgar Wigger. “At the centre of this is the fact that investors can also feel and experience their asset manager, i.e. VPC, digitally on a daily basis.”