B2B cooperations

klarwert joins investify TECH

Published: 15.01.2024 | By investify

Founded in 2021, asset manager klarwert GmbH, a subsidiary of Volksbank Bielefeld Gütersloh, intends to continue its growth trajectory. To this end, klarwert will be using the technology and regulation provider investify TECH from January 2024.

“We believe in the advantages of hybrid asset management,” says klarwert Managing Director Werner Schönfeld. This means that investors are looked after by a personal advisor but also have an appealing digital user experience at all times.

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Digital expertise and digital assistance as well as the associated convenience for customers are becoming increasingly important, especially with a very demanding clientele. “For this, klarwert needs a partner that covers regulatory issues as well as technology. We are now switching to the investify TECH platform in order to continue on this path and grow further. Our clients and our advisors will benefit equally from our switch to the leading wealth management solution,” says Johanna Isenborth, Deputy Managing Director.

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“Today, each partner should focus on its core competencies, because only by working together in this way can you achieve the optimum for the customer. klarwert concentrates on asset management, the Volksbanks take care of customer service and sales and we take care of the technological and regulatory issues in the background,” says Dr Harald Brock, Managing Director of investify TECH. “This is the only way to create a first-class financial services experience today.”

His Managing Director colleague Ansgar Wigger adds: “With our smooth TECH approach, we use modern white label and implementation functionalities to ensure that our platform solution can be implemented quickly and easily by our partners – we have proven this once again at klarwert. Of course, this also means that we carry out data migrations to our platform quickly and easily. At klarwert, this process only took a few days.”

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The investify TECH platform offers access to core banking systems and custodian banks. In the case of klarwert, these were the atruvia core banking system and DZ BANK. This is the basic prerequisite for being able to co-operate with a wide variety of banks. The simplicity of the processes and migrations created by investify TECH will help klarwert to enter into further co-operations with Volksbanks in Germany and thus continue to grow.