Convincing

Strong companies rely on investify TECH's technology and regulatory platform

Categories:

Banks

investify TECH builds digital asset management for Germany’s largest Landesbank

  • Special features: Fully digitalised asset management
  • Backoffice: Full saving (outsourcing to investify TECH to improve efficiency)
  • Asset allocation: Development of portfolios by LBBW
More

Asset manager

investify TECH builds for DJE fully digitalised fund asset management

  • Special features: Build and operate a fully digitalised fund asset management solution that facilitates sales for pools and external distributors and enhances the end-customer experience
  • Backoffice: Achieving efficiency benefits in the DJE back office by outsourcing (mandatory) processes to investify TECH
  • Asset allocation: Portfolio creation by DJE Kapital AG experts
More

Asset manager

Digitalisation of a more established asset manager

  • Special features: Modular digitalisation of the value chain, such as client-advisor front-ends incl. client app and reporting; important legacy systems remain in place
  • Backoffice: Certain areas were outsourced to investify TECH
  • Asset allocation: Individual and model portfolios are managed by Rhein Asset Management

Banks

Development of digital asset management for private bank (Navigator)

  • Special features: Fully digital asset management incl. client app
  • Backoffice: Complete saving (outsourcing of all burdensome (mandatory) tasks to investify)
  • Asset allocation: Creation of portfolios by asset managers from M.M. Warburg & CO
More

Asset manager

investify TECH implements embedded wealth approach for Boerse.de

  • Special features: Embedded wealth approach for Boerse.de
  • Backoffice: Complete saving (outsourcing to investify TECH)
  • Asset allocation: Development of the single stock portfolio by boerse.de (100 single stocks)
More

Banks

investify TECH sets up asset management for largest sustainability bank in Europe

  • Special features: Robo advisor with unique impact portfolios, sustainability dashboards and reports
  • Backoffice: Complete saving (outsourcing of all mandatory tasks to investify TECH)
  • Asset allocation: Creation of the impact portfolios by the Triodos Bank
More

Banks

The most innovative asset management for foundations

  • Special features: Geared to the specific requirements of foundations, e.g., special reports
  • Backoffice: Complete saving (outsourcing of all mandatory tasks to investify TECH)
  • Asset allocation: Creation of the sustainable model portfolios by the BFS
More

Asset manager

Robo for connecting external broker pools and sales units

  • Special features: Scalable connection of distribution units
  • Backoffice: Complete savings (incl. settlement of the connected distributors by investify TECH)
  • Asset allocation: Development of the model portfolios by Maiestas
More

Banks

Hybrid AM for private banking and robo for retail segment

  • Special features: Development of advisory and simulation tools for private banking. Robo Advisor for retail customers within the Würth Group
  • Backoffice: Saving of the back office, outsourcing of mandatory tasks to investify, linking of the platform with the core banking system
  • Asset allocation: IBB model portfolios
To the Success Story

Fintechs

Investment advice and Riester applications

  • Special features: Investment solutions to expand the range of services offered by Sopra
  • Backoffice: Still with the affiliated banks
  • Asset allocation: Through the affiliated banking group
More

Asset manager

Robo to tap into new digitally interested customer groups

  • Special features: Choice of various portfolio variants (investment marketplace)
  • Backoffice: Full savings, incl. use of the investify TECH licence
  • Asset allocation: Model portfolios of ICM InvestmentBank
More

Asset manager

Digitalisation of AM and connection of third-party distributors

  • Special features: Development of a fully digitalised asset management for hybrid use (client/advisor)
  • Backoffice: Complete savings through digitalisation and outsourcing of regulated mandatory processes
  • Asset allocation: Use of Valexx model portfolios
More

Banks

Building of one of the first sustainable Robos

  • Special features: Sustainable Robo for online and branch sales
  • Backoffice: Complete saving, use of investify TECH licence
  • Asset allocation: Sustainable model portfolios of the Pax Bank
More

Fintechs

Establishment of the first asset manager marketplace

  • Special features: Clients can select different asset managers (modular)
  • Backoffice: Complete saving with partners
  • Asset allocation: Wide choice of allocations by client/advisor
More

Financial intermediary

Robo Advisor for hybrid use in a private banking unit

  • Special features: Implementation of a core-satellite approach with more than 20 theme investments
  • Backoffice: Full savings, settlement of affiliated advisors through investify TECH
  • Asset allocation: Creation of the model portfolios by investify TECH in cooperation with BlackRock
More

Asset manager

Digital Solution for an Established Hamburg Asset Manager

  • Special features: Improvement of the digital closing capability of the asset management incl. core-satellite approach
  • Backoffice: Complete savings at the partner
  • Asset allocation: HAC portfolios, investment themes are also curated by HAC
More

Financial intermediary

Hybrid asset management as platform extension

  • Special features: Development of a fully digitalised asset management for hybrid use (client/advisor)
  • Backoffice: Complete savings through digitalisation and outsourcing of regulated mandatory processes
  • Asset allocation: Model portfolios from BlackRock/investify TECH
More

Banks

Preparation of ex post sustainability reporting

  • Special features: Full preparation of sustainability reporting by investify TECH in accordance with Delegated Regulation (EU) 2022/128 and Regulation (EU) 2019/2088 for asset management portfolios of the Bank for Church and Caritas.

Fintechs

investify TECH provides platform for fintech

  • Special features: Building a sustainable robo advisor based on investify technology, incl. use of the licence package
  • Backoffice: Fully mapped via investify TECH
  • Asset allocation: Developed by Goldmarie
More

More B2B cooperations:

YOUR FUTURE IS READY WITH INVESTIFY TECH!

Get to know our interdisciplinary team of experts!

Contact us

We make your path to the digital future easy!

1 Challenge, plan
and found:

We accompany you during product development and the creation of business cases.

2 Make
decisions:

We are also happy to support you in preparing documents for board and project meetings.

3 Implement
together:

Our team ensures that you only have to invest a minimum of effort in the implementation.

4 Continuous
development:

Thanks to our platform approach, we continuously develop your solution - at no cost.

Articles and news

All news

B2B cooperations

“BW-Bank ON” – investify TECH develops asset management for Germany’s largest state bank

Published: 14.11.2023

Read more
News

How investify TECH makes endless IT projects superfluous

Published: 26.10.2023

Read more
Press article

investify TECH and ICM InvestmentBank expand cooperation

Published: 07.09.2023

Read more