If required, outsource all processes that burden you to us

  • Ordering incl. order controls
  • Reporting (quarterly, costs, sustainability)
  • Monitoring of loss thresholds
  • Monitoring of portfolio structure
  • Monitoring of investment guidelines
  • Settlement and payment processes


Continuous adaptation to the current regulatory environment

investify TECH deliberately relies on platform effects, also in the area of regulation. If legislation changes, for example, we efficiently adapt the platform for all our partners. You can therefore be sure that your solution always meets the current legal requirements. The good thing is that the adjustments are free of charge for you and you do not need any IT or staff capacities for this.

  • Legal certainty
  • Cost minimisation


We take over your back office and minimise head monopolies

With our regulatory and digitalisation services, we support you in implementing state-of-the-art value creation architectures. This enables you, for example, to completely save your back office (opening of custody accounts, settlements, creation of reports, etc.). In addition, you no longer need process specialists in the background who represent critical head monopolies. As a positive side effect, you can grow as much as you want with us – without encountering capacity bottlenecks.

  • Focus on core competencies
  • Scalability

License as a Service

If required, you can even use our licence

investify TECH is a CSSF-regulated company. We therefore have all the regulatory requirements you need for the securities business. With our regulatory platform, we can therefore easily enable non-financials to enter the securities business as well.

  • Solutions for financials
  • Solutions for non-financials


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

Read all about our approach

The lost decade for financial service providers

Technology & regulatory platforms now offer many opportunities – so don’t make the same mistakes now as you did after the 2008 financial crisis!

A shout-out by Dr Harald Brock

Read article

Case study

An innovative asset management for more growth

Together with Maiestas AG, we have established a hybrid asset management that makes it particularly easy to connect external sales units and thus grow.

Your future is ready with investify tech!

Get to know our interdisciplinary team of experts.

Contact us