We rely on a strong modular wealth management platform

All our investment solutions are developed from four different module categories and operated in a German cloud (software as a service). With our microservice architecture, we can achieve the highest degree of customer centricity and individuality based on mature platform standards. Diverse APIs enable integration into your systems and the connection of external platforms if required.

  • Easily customisable
  • Easily implemented

One-stop approach

We provide all the building blocks for the securities business with us

  • MiFID-compliant risk profiling and onboarding
  • Client and advisor portal incl. app
  • Powerful portfolio management system
  • Simulation and analysis tools for clients and advisors
  • Custodian bank connections
  • Back office service incl. daily doing
  • Sustainability tools (Look Through, etc.)
  • Reporting (quarterly, ESG/SDG and costs)
  • etc.


You decide the depth of integration

Our API interfaces ensure comprehensive integration into your systems if required. Alternatively, our solutions can also be set up completely autonomously and operated in standard cloud technologies.

  • Integrable solutions
  • Fully autonomous solutions

Partner of More


Our platform supports any sales approach

With our wealth management platform, you can bring sales and customer care up to speed. Use the sales and support channels that your customers and advisors expect in a smart way.

  • Online distribution
  • Hybrid distribution

Fitting algorithms

We make selection and sales processes simple

Our algorithms ensure that selection and profiling processes for clients can be made as simple and fast as possible. This saves time and improves compliance.

Case study

Digitalising a fund asset management business

Based on the investify TECH platform, DJE Kapital AG offers intermediaries of different sizes and orientations a fully digitalised fund asset management service that can be sold as part of a personal advisory approach. Existing clients also benefit from the new technical possibilities.

Case study

The most innovative asset management for foundations

Together with the SozialBank, we have developed an asset management service for the specific requirements of foundations, non-profit organisations and their decision makers. The result is something to be proud of!

Cost minimisation and compliance

Our platform offers much more than just technology

As a regulated company, we are also happy to attend to your regulated processes. For example, you can save on your back office, reduce head monopolies and thus minimise your cost burden. Your employees can thus fully concentrate on their true core competences.

When MiFID II suddenly becomes a competitive advantage

Learn more about our cooperation with the International Bankhaus Bodensee

Internationales Bankhaus Bodensee (IBB) from the Würth Group is certainly not one of the really big institutions, but it has recently found a forward-looking way of dealing with (regulatory) costs. Progress, entrepreneurship, customer orientation and efficiency were the guiding principles in the realigning of private banking.

Andreas Falger (Guest author) | Harald Brock (Guest author) | Published: 02.09.2020
Reading time: 7 minutes

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