{"id":1788,"date":"2022-11-21T09:55:03","date_gmt":"2022-11-21T08:55:03","guid":{"rendered":"https:\/\/www.investify-tech.com\/?page_id=1788"},"modified":"2026-07-16T17:27:42","modified_gmt":"2026-07-16T15:27:42","slug":"private-banking-suite","status":"publish","type":"page","link":"https:\/\/www.investify-tech.com\/en\/private-banking-suite","title":{"rendered":"Private Banking Suite"},"content":{"rendered":"    <div class=\"moduleHeader  appeared slider smallSlider\" id=\"moduleHeader\">\n\n\n\n        <script>\n                        sliderMouseDrag = false;\n            sliderTouchDrag = false;\n                    <\/script>\n\n    \n\n        <div class=\"owl-carousel h-100\">\n                                                                <div class=\"h-100 bild-volle-breite layout_1 \">\n                        <div class=\"container text-wrap h-100\">\n                            <div class=\"row align-items-center h-100\">\n                                <div class=\"col-12 col-md-7\">\n                                    <div class=\"backgroundImage d-block d-md-none\" style=\"background-image:url(https:\/\/www.investify-tech.com\/wp-content\/uploads\/2026\/02\/investify-Startseite-Tab-PrivateBanking-Header-scaled.webp)\";><\/div>\n                                    <div class=\"pr-md-7\">\n\n                                        \n                                        <h1 class=\"\n                                        \n                                                        \n\">Focus on personal advice<\/h1>\n\n                                                                                    <p>You simply want to digitalise your asset management, make it more sales-oriented and prefer to leave the regulatory work to professionals? Personal advice should take centre stage? Or perhaps you are looking to implement a new forward-thinking asset management system? Then we have the right solutions!<\/p>\n\n                                                                                                \n\n\n                                                                                                                            <p>\n                                                <a class=\"cta  primary medium\" href=\"https:\/\/www.investify-tech.com\/en\/contact\/\" target=\"\" rel=\"noopener\">\n                                                    Make a demo appointment                                                <\/a>\n                                            <\/p>\n                                                                            <\/div>\n\n                                <\/div>\n                            <\/div>\n                        <\/div>\n                        <div class=\"backgroundImage d-none d-md-block\" style=\"background-image:url(https:\/\/www.investify-tech.com\/wp-content\/uploads\/2026\/02\/investify-Startseite-Tab-PrivateBanking-Header-scaled.webp)\";><\/div>\n                    <\/div>\n                                    <\/div>\n\n        <div class=\"moduleHeaderNavi\">\n            <div class=\"container\">\n                <div class=\"row no-gutters align-items-center\">\n                                    <\/div>\n            <\/div>\n\n        <\/div>\n\n\n        <div class=\"gefoerdet d-none\">\n            <div class=\"container\">\n                <div class=\"row align-items-center\">\n                    <div class=\"col-3 offset-6 text-right\">\n                        <p class=\"mb-0\"><\/p>\n                    <\/div>\n                    <div class=\"col-3\">\n                        <img decoding=\"async\" src=\"\" class=\"img-fluid w-100\"\/>\n                    <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n\n\n\n        <div class=\"contentBlock moduleIntro d-none d-sm-block\">\n            <div class=\"container\">\n                <div class=\"row\">\n                                    <\/div>\n\n            <\/div>\n        <\/div>\n\n    <\/div>\n\n\n\n\n<div id=\"\" class=\" contentBlock moduleText icons   pt-12 pt-lg-9 pb-12 pb-lg-9   bg-dark\">\n    <div class=\"container\">\n        <div class=\"row\">\n            <div class=\"col-12\">\n                                    <h3 class=\"\">Only a strong package leads to the goal<\/h3>\n                                                    <h2 class=\"\">By conviction, we digitalise asset management from start to finish and put an end to patchwork<\/h2>\n                            <\/div>\n        <\/div>\n        <div class=\"row\">\n            <div class=\"col-12\">\n                <p>Your discerning clients want first-class personal support, comprehensible counselling sessions and outstanding digital processes. To achieve this, your internal processes must also be designed efficiently. We are firmly convinced that this can only succeed if all the components of asset management come from a single source. With our one-stop approach, we therefore deliberately put an end to interface problems and expensive piecemeal work! <strong>#HybridOneStop<\/strong><\/p>\n            <\/div>\n        <\/div>\n\n        \n        <div class=\"row  mt-7 mt-lg-8  item-wrap\">\n            \n\n\n                                <div class=\"col-6 col-sm-4 mb-6 mb-lg-7 \">\n                    <div class=\"row align-items-center\">\n                        <div class=\"col-12 col-sm-4 offset-sm-4 text-center\">\n                            <img  data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/10\/iconHybrideOnboardings.png\" class=\"lazy img-fluid\" width=\"300\" height=\"300\" alt=\"\"\/>\n                        <\/div>\n                        <div class=\"col-12 text-center\">\n                            <p class=\"mb-0 mt-2 text-semibold\">\n                                Hybrid onboardings<br\/>and legitimation                            <\/p>\n                                                    <\/div>\n                    <\/div>\n                <\/div>\n                            \n\n\n                                <div class=\"col-6 col-sm-4 mb-6 mb-lg-7 \">\n                    <div class=\"row align-items-center\">\n                        <div class=\"col-12 col-sm-4 offset-sm-4 text-center\">\n                            <img  data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/10\/iconBeraterKundenportale.png\" class=\"lazy img-fluid\" width=\"300\" height=\"300\" alt=\"\"\/>\n                        <\/div>\n                        <div class=\"col-12 text-center\">\n                            <p class=\"mb-0 mt-2 text-semibold\">\n                                Advisor and client<br\/>portals incl. app                            <\/p>\n                                                    <\/div>\n                    <\/div>\n                <\/div>\n                            \n\n\n                                <div class=\"col-6 col-sm-4 mb-6 mb-lg-7 \">\n                    <div class=\"row align-items-center\">\n                        <div class=\"col-12 col-sm-4 offset-sm-4 text-center\">\n                            <img  data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/10\/iconBackofficeRegulatorik.png\" class=\"lazy img-fluid\" width=\"300\" height=\"300\" alt=\"\"\/>\n                        <\/div>\n                        <div class=\"col-12 text-center\">\n                            <p class=\"mb-0 mt-2 text-semibold\">\n                                Back office and<br\/>regulation                            <\/p>\n                                                    <\/div>\n                    <\/div>\n                <\/div>\n                            \n\n\n                                <div class=\"col-6 col-sm-4 mb-6 mb-lg-7 \">\n                    <div class=\"row align-items-center\">\n                        <div class=\"col-12 col-sm-4 offset-sm-4 text-center\">\n                            <img  data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/10\/iconWealthEngine.png\" class=\"lazy img-fluid\" width=\"300\" height=\"300\" alt=\"\"\/>\n                        <\/div>\n                        <div class=\"col-12 text-center\">\n                            <p class=\"mb-0 mt-2 text-semibold\">\n                                Wealth engine incl. <br\/>portfolio management system                            <\/p>\n                                                    <\/div>\n                    <\/div>\n                <\/div>\n                            \n\n\n                                <div class=\"col-6 col-sm-4 mb-6 mb-lg-7 \">\n                    <div class=\"row align-items-center\">\n                        <div class=\"col-12 col-sm-4 offset-sm-4 text-center\">\n                            <img  data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/10\/iconDepotbankAnbindung.png\" class=\"lazy img-fluid\" width=\"300\" height=\"300\" alt=\"\"\/>\n                        <\/div>\n                        <div class=\"col-12 text-center\">\n                            <p class=\"mb-0 mt-2 text-semibold\">\n                                Custodian<br\/>bindings                            <\/p>\n                                                    <\/div>\n                    <\/div>\n                <\/div>\n                            \n\n\n                                <div class=\"col-6 col-sm-4 mb-6 mb-lg-7 \">\n                    <div class=\"row align-items-center\">\n                        <div class=\"col-12 col-sm-4 offset-sm-4 text-center\">\n                            <img  data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/10\/iconSmarteAutomatisierteReports.png\" class=\"lazy img-fluid\" width=\"300\" height=\"300\" alt=\"\"\/>\n                        <\/div>\n                        <div class=\"col-12 text-center\">\n                            <p class=\"mb-0 mt-2 text-semibold\">\n                                Smart automated<br\/>reports                            <\/p>\n                                                    <\/div>\n                    <\/div>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n    <div class=\"contentBlock pt-0 pb-0 bg-dark\">\n                    <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"col-12\">\n                        <hr class=\"line\">\n                    <\/div>\n                <\/div>\n            <\/div>\n            <\/div>\n\n\n    <div  id=\"\" class=\" moduleBanner   pt-12 pt-lg-9 pb-12 pb-lg-9   black  contentBlock\">\n        <div class=\"container\">\n            <div class=\"row\">\n\n                <div class=\"col-12 col-md-10\">\n                    <h2 class=\"mb-5\">SMOOTH TECH<\/h2>\n                    <h3>Our platform: Swiftly implemented \u2013 easy to use<\/h3>\n\n                                                                <p>\n                            <a class=\"cta secondary\" href=\"https:\/\/www.investify-tech.com\/en\/warburg-bank-practice-report-achieving-true-digital-asset-management-in-just-a-few-weeks\" target=\"\" rel=\"noopener\">\n                                A practical report by M.M. Warburg                            <\/a>\n                        <\/p>\n                                    <\/div>\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <div class=\"contentBlock pt-0 pb-0 bg-dark\">\n            <\/div>\n\n\n    <div id=\"\" class=\"moduleNewsList   pt-12 pt-lg-9 pb-12 pb-lg-9 borderBottom  contentBlock\">\n\n        <div class=\"container\">\n            <div class=\"row align-items-end\">\n                <div class=\"col-12 col-sm-6 col-sm-8\">\n                    <h2 class=\"h2 big mb-0\">Customer examples<\/h2>\n                <\/div>\n                <div class=\"col-6 col-sm-4 text-right d-none d-sm-block\">\n                    <p>\n                                                                            <a href=\"\/en\/references\" target=\"\" rel=\"noopener\" class=\"cta secondary blue round small\">\n                                All references                            <\/a>\n                                            <\/p>\n                <\/div>\n            <\/div>\n\n            <div class=\"row mt-3 mt-sm-5\">\n                                    <div class=\" col-12 col-sm-6 mt-4 \">\n                        <a href=\"https:\/\/www.investify-tech.com\/en\/investify-tech-and-sozialbank-develop-solution-for-non-profit-organisations\" class=\"newsListItem item-1\">\n                            <div class=\"imgWrap\">\n\n                                \n                                <h3>investify TECH and SozialBank develop solution for non-profit organisations<\/h3>\n                                <p><\/p>\n                                <span class=\"category\">B2B cooperations<\/span>\n                                <span class=\"more\">\n                                                                            Read more\n                                                                    <\/span>\n\n\n                                                                    <div class=\"logoWrap\">\n                                        <img class=\"lazy img-fluid\" data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2021\/04\/investify_B2B_Referenzen_SozialBank_freigestellt_weiss_V01_JD.png\" style=\"\" width=\"4624\" height=\"596\" alt=\"\">\n                                    <\/div>\n                                \n                            <\/div>\n                        <\/a>\n                    <\/div>\n                                    <div class=\" col-12 col-sm-6 mt-4 \">\n                        <a href=\"https:\/\/www.investify-tech.com\/en\/investify-tech-builds-for-dje-kapital-ag-fully-digitalised-fund-asset-management\" class=\"newsListItem item-2\">\n                            <div class=\"imgWrap\">\n\n                                \n                                <h3>investify TECH builds for DJE Kapital AG fully digitalised fund asset management<\/h3>\n                                <p>Based on the investify TECH platform, DJE Kapital AG will in future offer intermediaries of&hellip;<\/p>\n                                <span class=\"category\">B2B cooperations<\/span>\n                                <span class=\"more\">\n                                                                            Read more\n                                                                    <\/span>\n\n\n                                                                    <div class=\"logoWrap\">\n                                        <img class=\"lazy img-fluid\" data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2023\/08\/investify_B2B_Logodatei_DJE_freigestellt_weiss_V01_JD.png\" style=\"\" width=\"650\" height=\"440\" alt=\"\">\n                                    <\/div>\n                                \n                            <\/div>\n                        <\/a>\n                    <\/div>\n                            <\/div>\n\n        <\/div>\n\n\n\n    <\/div>\n\n\n    <div id=\"\" class=\"moduleImageText   pt-12 pt-lg-9 pb-12 pb-lg-9    contentBlock\"\n\n\n    style=\"\n\n        \"\n\n    >\n        <div class=\"container\">\n\n                        <div class=\"row  align-items-center\">\n                <div class=\"col-8 col-sm-6   col-md-5  order-2 d-none d-md-block order-2  offset-md-1\">\n                    <div class=\"  \">\n                        <img class=\"lazy img-fluid\" data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/11\/investify_B2B_Relaunch_Grafiken_03.png\" style=\"\" width=\"1248\" height=\"1962\" alt=\"\">\n                    <\/div>\n\n\n                    \n\n                    \n                                    <\/div>\n                <div class=\"col-12\n\n\n                                                                                                                    col-md-6\n                                                                                order-1\">\n\n\n                    <div class=\"row\">\n                        <div class=\"col-12 col-sm-8 col-md-12  d-md-none order-2 order-md-1 mt-4 mt-md-0 \">\n                            <img class=\"lazy img-fluid\" data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/11\/investify_B2B_Relaunch_Grafiken_03.png\" width=\"1248\" height=\"1962\" alt=\"\">\n                        <\/div>\n                        <div class=\"col-12 col-sm-12 col-md-12 order-1 order-md-2 textWrap\">\n                            <h3>Maximum customisability<\/h3>\n<h2>We transport your unique selling propositions and investment philosophy into hybrid asset management<\/h2>\n<p>Our B2B partners work with us because we develop solutions that integrate the corporate DNA within the entire value chain. In doing so, we build a highly customisable wealth management platform. The result: easily implemented solutions for personal customer care in the digital age.<\/p>\n<p class=\"text-strong\">Adaptation:<\/p>\n<ul>\n<li>Frontend designs<\/li>\n<li>Asset management and portfolios<\/li>\n<li>Advisory tools and simulations<\/li>\n<li>Pricing structures<\/li>\n<li>Entry volume<\/li>\n<li>Reporting, documents and sales reports<\/li>\n<li>etc.<\/li>\n<\/ul>\n\n\n                            \n                                \n                            <div class=\"row d-none d-md-flex\">\n                                                                    <div class=\"col-12 col-sm-6 mt-4\">\n                                        <a class=\"cta secondary medium d-block\" href=\"https:\/\/www.investify-tech.com\/en\/contact\/\" target=\"\" rel=\"noopener\">\n                                            Make a demo appointment                                        <\/a>\n                                    <\/div>\n                                                                                            <\/div>\n\n\n\n\n                        <\/div>\n                    <\/div>\n\n\n                                    <\/div>\n            <\/div>\n        <\/div>\n\n\n        <div class=\" d-flex d-md-none\">\n                            <div class=\"col-12 col-sm-6 mt-4 mt-sm-6 mt-md-0\">\n                    <a class=\"cta secondary medium d-block\" href=\"https:\/\/www.investify-tech.com\/en\/contact\/\" target=\"\" rel=\"noopener\">\n                        Make a demo appointment                    <\/a>\n                <\/div>\n                                <\/div>\n\n    <\/div>\n\n\n\n\n\n\n\n\n        <div class=\"contentBlock pt-0 pb-0 \">\n\n            <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"col-12\">\n                        <hr class=\"line\">\n                    <\/div>\n                <\/div>\n            <\/div>\n\n    <\/div>\n    \n\n\n    <div id=\"\" class=\"moduleTextColumns   pt-12 pt-lg-9 pb-12 pb-lg-9   contentBlock\">\n        <div class=\"container\">\n            <div class=\"row\">\n                <div class=\"col-12\">\n                    <h3 class=\"\">More than just innovative technology<\/h3>\n                    <h2 class=\"\">We make your daily business easier<\/h2>\n                <\/div>\n            <\/div>\n            <div class=\"row\">\n                <div class=\"col-12\">\n                    <p>Increasing regulation, daily operations, but also settlements etc. are important topics that normally burden operations, are time-consuming and cause high costs. Our solutions simply take this burden off you and improve compliance at the same time.<\/p>\n                <\/div>\n            <\/div>\n\n            <div class=\"row mt-5 columnWrap\">\n                \n                                    <div class=\"col-12 col-md-4 \">\n                        <div class=\"column  h-100 \">\n                            <h4>We take care of mandatory regulatory tasks<\/h4>\n                            <ul>\n<li>Adaptation to current regulatory requirements<\/li>\n<li>Ordering and order controls<\/li>\n<li>Monitoring of loss thresholds<\/li>\n<li>Monitoring of investment guidelines<\/li>\n<li>Monitoring of the portfolio structure<\/li>\n<li>Reporting (quarterly and costs)<\/li>\n<li>etc.<\/li>\n<\/ul>\n                                                                                        <p>\n                                    <a class=\"cta secondary blue round small\" href=\"\/en\/regulatory-platform\" target=\"\" rel=\"noopener\">\n                                        More                                    <\/a>\n                                <\/p>\n                                                    <\/div>\n                    <\/div>\n                                    <div class=\"col-12 col-md-4 pt-6 pt-md-0\">\n                        <div class=\"column  h-100 \">\n                            <h4>We take care of the daily operation<\/h4>\n                            <ul>\n<li>Fully automated opening of portfolios<\/li>\n<li>Daily management of portfolios incl. rebalancing<\/li>\n<li>Free further development of your solution<\/li>\n<li>etc.<\/li>\n<\/ul>\n                                                                                <\/div>\n                    <\/div>\n                                    <div class=\"col-12 col-md-4 pt-6 pt-md-0\">\n                        <div class=\"column  h-100 \">\n                            <h4>We take care of the complete settlements<\/h4>\n                            <ul>\n<li>Customer statements<\/li>\n<li>Fee collections<\/li>\n<li>Billing of affiliated sales units<\/li>\n<li>etc.<\/li>\n<\/ul>\n                                                                                <\/div>\n                    <\/div>\n                        <\/div>\n\n        <\/div>\n    <\/div>\n    <div class=\"contentBlock pt-0 pb-0 \">\n                    <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"col-12\">\n                        <hr class=\"line\">\n                    <\/div>\n                <\/div>\n            <\/div>\n            <\/div>\n\n\n    <div id=\"\" class=\"moduleImageText   pt-12 pt-lg-9 pb-12 pb-lg-9    contentBlock\"\n\n\n    style=\"\n\n        \"\n\n    >\n        <div class=\"container\">\n\n                        <div class=\"row  align-items-center\">\n                <div class=\"col-8 col-sm-6   col-md-5 offset-md-0 order-2 d-none d-md-block   \">\n                    <div class=\" pr-sm-5\">\n                        <img class=\"lazy img-fluid\" data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/11\/investify_B2B_Relaunch_Grafiken_09.png\" style=\"\" width=\"1076\" height=\"1246\" alt=\"\">\n                    <\/div>\n\n\n                    \n\n                    \n                                    <\/div>\n                <div class=\"col-12\n\n\n                                                                                col-md-7\n                                                order-1 order-md-2\">\n\n\n                    <div class=\"row\">\n                        <div class=\"col-12 col-sm-8 col-md-12  d-md-none order-2 order-md-1 mt-4 mt-md-0 \">\n                            <img class=\"lazy img-fluid\" data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/11\/investify_B2B_Relaunch_Grafiken_09.png\" width=\"1076\" height=\"1246\" alt=\"\">\n                        <\/div>\n                        <div class=\"col-12 col-sm-12 col-md-12 order-1 order-md-2 textWrap\">\n                            <h3>To the point<\/h3>\n<h2>We put an end to boring reports<\/h2>\n<p>Customers are placing more and more value on design and clarity. That is why we build and generate individual reports for you which can be seen by your demanding clientele. MiFID compliance guaranteed!<\/p>\n\n\n                            \n                                \n                            <div class=\"row d-none d-md-flex\">\n                                                                                            <\/div>\n\n\n\n\n                        <\/div>\n                    <\/div>\n\n\n                                    <\/div>\n            <\/div>\n        <\/div>\n\n\n        <div class=\" d-flex d-md-none\">\n                                <\/div>\n\n    <\/div>\n\n\n\n\n\n\n\n\n        <div class=\"contentBlock pt-0 pb-0 \">\n\n            <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"col-12\">\n                        <hr class=\"line\">\n                    <\/div>\n                <\/div>\n            <\/div>\n\n    <\/div>\n    \n\n\n    <div id=\"\" class=\"moduleTextColumns   pt-12 pt-lg-9 pb-12 pb-lg-9   contentBlock\">\n        <div class=\"container\">\n            <div class=\"row\">\n                <div class=\"col-12\">\n                    <h3 class=\"\">Flexible asset management<\/h3>\n                    <h2 class=\"\">Decide how the portfolios are constructed<\/h2>\n                <\/div>\n            <\/div>\n            <div class=\"row\">\n                <div class=\"col-12\">\n                    <p>If your core competence is asset management, then we simply implement your model portfolios. You don&#8217;t have any competencies here? No problem! Then simply use our marketplace, for example, and access the best asset allocations on the market.<\/p>\n                <\/div>\n            <\/div>\n\n            <div class=\"row mt-5 columnWrap\">\n                \n                                    <div class=\"col-12 col-md-4 \">\n                        <div class=\"column  h-100 box\">\n                            <h4>Portfolio construction<\/h4>\n                            <ul>\n<li><strong>Option 1:\u00a0<\/strong>Use your excellent model portfolios on our platform<\/li>\n<li><strong>Option 2:\u00a0<\/strong>Use our marketplace and access the model portfolios of renowned asset managers (e.g., DJE, BlackRock)<\/li>\n<\/ul>\n                                                                                <\/div>\n                    <\/div>\n                                    <div class=\"col-12 col-md-4 pt-6 pt-md-0\">\n                        <div class=\"column  h-100 box\">\n                            <h4>Product classes <\/h4>\n                            <ul>\n<li>Shares<\/li>\n<li>ETFs<\/li>\n<li>Bonds<\/li>\n<li>Funds<\/li>\n<li>Certificates<\/li>\n<li>Illiquid products<\/li>\n<\/ul>\n                                                                                <\/div>\n                    <\/div>\n                                    <div class=\"col-12 col-md-4 pt-6 pt-md-0\">\n                        <div class=\"column  h-100 box\">\n                            <h4>Specifics<\/h4>\n                            <ul>\n<li>Coverage of sustainability requirements<br \/>\n(ESG, SDG, Look Through etc.)<\/li>\n<li>Optional core satellite approach<\/li>\n<li>Fitting algorithms for easy portfolio individualisation<\/li>\n<\/ul>\n                                                                                <\/div>\n                    <\/div>\n                        <\/div>\n\n        <\/div>\n    <\/div>\n    <div class=\"contentBlock pt-0 pb-0 \">\n                    <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"col-12\">\n                        <hr class=\"line\">\n                    <\/div>\n                <\/div>\n            <\/div>\n            <\/div>\n\n\n    <div id=\"\" class=\"moduleImageText   pt-12 pt-lg-9 pb-12 pb-lg-9    contentBlock\"\n\n\n    style=\"\n\n        \"\n\n    >\n        <div class=\"container\">\n\n                        <div class=\"row  align-items-center\">\n                <div class=\"col-8 col-sm-6   col-md-5  order-2 d-none d-md-block order-2  offset-md-1\">\n                    <div class=\"  \">\n                        <img class=\"lazy img-fluid\" data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/11\/investify_B2B_Relaunch_Grafiken_06.png\" style=\"\" width=\"962\" height=\"1546\" alt=\"\">\n                    <\/div>\n\n\n                    \n\n                    \n                                    <\/div>\n                <div class=\"col-12\n\n\n                                                                                                                    col-md-6\n                                                                                order-1\">\n\n\n                    <div class=\"row\">\n                        <div class=\"col-12 col-sm-8 col-md-12  d-md-none order-2 order-md-1 mt-4 mt-md-0 \">\n                            <img class=\"lazy img-fluid\" data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/11\/investify_B2B_Relaunch_Grafiken_06.png\" width=\"962\" height=\"1546\" alt=\"\">\n                        <\/div>\n                        <div class=\"col-12 col-sm-12 col-md-12 order-1 order-md-2 textWrap\">\n                            <h3>Sustainability<\/h3>\n<h2>Project experience best in class<\/h2>\n<p>For years, we have been working with numerous sustainability banks such as the SozialBank. We have built a wealth of experience that has been incorporated into our innovative platform. All our clients benefit from this.<\/p>\n<ul class=\"check\">\n<li class=\"text-semibold\">Sustainability-compliant target market conception<\/li>\n<li class=\"text-semibold\">Suitability documentation<\/li>\n<\/ul>\n\n\n                            \n                                \n                            <div class=\"row d-none d-md-flex\">\n                                                                    <div class=\"col-12 col-sm-6 mt-4\">\n                                        <a class=\"cta secondary medium d-block\" href=\"\/en\/sustainability\" target=\"\" rel=\"noopener\">\n                                            Learn more                                        <\/a>\n                                    <\/div>\n                                                                                            <\/div>\n\n\n\n\n                        <\/div>\n                    <\/div>\n\n\n                                    <\/div>\n            <\/div>\n        <\/div>\n\n\n        <div class=\" d-flex d-md-none\">\n                            <div class=\"col-12 col-sm-6 mt-4 mt-sm-6 mt-md-0\">\n                    <a class=\"cta secondary medium d-block\" href=\"\/en\/sustainability\" target=\"\" rel=\"noopener\">\n                        Learn more                    <\/a>\n                <\/div>\n                                <\/div>\n\n    <\/div>\n\n\n\n\n\n\n\n\n    \n\n\n    <div id=\"\" class=\"moduleSuccessNews   pt-12 pt-lg-9 pb-12 pb-lg-9   bg-dark contentBlock\">\n\n\n        <div class=\"container\">\n            <div class=\"row\">\n                <div class=\"col-12\">\n                    <h3>Modular wealth management<\/h3>\n                <\/div>\n            <\/div>\n            <div class=\"row mt-5 align-items-center\">\n                <div class=\"col-12 col-sm-6 col-md-4 mb-4 mb-md-0\">\n                    <img class=\"lazy img-fluid\" width=\"760\" height=\"722\" alt=\"\" data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/10\/privateBankingMagazin.jpg\" style=\"\">\n                <\/div>\n                <div class=\"col-12 col-md-8\">\n                    <div class=\"pl-md-4 pl-lg-6\">\n                        <h4>Portfolios with a personal touch<\/h4>\n                        <p>The megatrend of individualisation is making its way into asset management. This allows clients to give their investment strategy a very personal touch and still leave portfolio management to the capital market experts.<\/p>\n                        <p class=\"text-gray\">\n                            Norbert Wulf (Editor) | 21.02.2022 | With statements from Dr. Harald Brock (Managing Director investify TECH)                        <\/p>\n                        <p>\n\n\n        \n\n                            <a href=\"https:\/\/www.private-banking-magazin.de\/modulare-vermoegensverwaltung-persoenliche-portfolios-individualierung\/\">\n                                Learn more                            <\/a>\n                            <\/p>\n                    <\/div>\n\n                <\/div>\n            <\/div>\n\n\n\n\n        <\/div>\n\n\n    <\/div>\n    <div class=\"contentBlock pt-0 pb-0 bg-dark\">\n                    <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"col-12\">\n                        <hr class=\"line\">\n                    <\/div>\n                <\/div>\n            <\/div>\n            <\/div>\n\n\n    <div id=\"\" class=\"moduleImageText   pt-12 pt-lg-9 pb-12 pb-lg-9   bg-dark contentBlock\"\n\n\n    style=\"\n\n        \"\n\n    >\n        <div class=\"container\">\n\n                        <div class=\"row  align-items-center\">\n                <div class=\"col-8 col-sm-6   col-md-5  order-2 d-none d-md-block order-2  offset-md-1\">\n                    <div class=\"  \">\n                        <img class=\"lazy img-fluid\" data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2026\/03\/investify_B2B_Referenzen_IBB_large_V01_JD.jpg\" style=\"\" width=\"1160\" height=\"880\" alt=\"\">\n                    <\/div>\n\n\n                    \n\n                    \n                                    <\/div>\n                <div class=\"col-12\n\n\n                                                                                                                    col-md-6\n                                                                                order-1\">\n\n\n                    <div class=\"row\">\n                        <div class=\"col-12 col-sm-8 col-md-12  d-md-none order-2 order-md-1 mt-4 mt-md-0 \">\n                            <img class=\"lazy img-fluid\" data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2026\/03\/investify_B2B_Referenzen_IBB_large_V01_JD.jpg\" width=\"1160\" height=\"880\" alt=\"\">\n                        <\/div>\n                        <div class=\"col-12 col-sm-12 col-md-12 order-1 order-md-2 textWrap\">\n                            <h3>Case study<\/h3>\n<h2>investify TECH sets up asset management for largest sustainability bank in Europe<\/h2>\n<p>Together with Triodos Bank, investify TECH has developed a robo with special sustainability requirements. With the Triodos Impact Portfolio, the bank with Dutch roots can now position itself even more strongly in the securities business and thus make an attractive sustainable offering to experienced and inexperienced customers alike.<\/p>\n\n\n                            \n                                \n                            <div class=\"row d-none d-md-flex\">\n                                                                    <div class=\"col-12 col-sm-6 mt-4\">\n                                        <a class=\"cta primary medium d-block\" href=\"\/en\/references\" target=\"\" rel=\"noopener\">\n                                            Further references                                        <\/a>\n                                    <\/div>\n                                                                                                    <div class=\"col-12 col-sm-6 mt-4\">\n                                        <a class=\"cta secondary medium d-block\" href=\"https:\/\/www.investify-tech.com\/en\/success-story-ibb\" target=\"\" rel=\"noopener\">\n                                            To the success story                                        <\/a>\n                                    <\/div>\n                                                            <\/div>\n\n\n\n\n                        <\/div>\n                    <\/div>\n\n\n                                    <\/div>\n            <\/div>\n        <\/div>\n\n\n        <div class=\" d-flex d-md-none\">\n                            <div class=\"col-12 col-sm-6 mt-4 mt-sm-6 mt-md-0\">\n                    <a class=\"cta primary medium d-block\" href=\"\/en\/references\" target=\"\" rel=\"noopener\">\n                        Further references                    <\/a>\n                <\/div>\n                                        <div class=\"col-12 col-sm-6 mt-4 mt-sm-6 mt-md-0\">\n                    <a class=\"cta secondary medium d-block\" href=\"https:\/\/www.investify-tech.com\/en\/success-story-ibb\" target=\"\" rel=\"noopener\">\n                        To the success story                    <\/a>\n                <\/div>\n                    <\/div>\n\n    <\/div>\n\n\n\n\n\n\n\n\n        <div class=\"contentBlock pt-0 pb-0 bg-dark\">\n\n            <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"col-12\">\n                        <hr class=\"line\">\n                    <\/div>\n                <\/div>\n            <\/div>\n\n    <\/div>\n    \n\n\n    <div  id=\"\" class=\" moduleBanner   pt-12 pt-lg-9 pb-12 pb-lg-9   black  contentBlock\">\n        <div class=\"container\">\n            <div class=\"row\">\n\n                <div class=\"col-12 col-md-10\">\n                    <h2 class=\"mb-5\">Your future is ready with investify tech!<\/h2>\n                    <h3>Get to know our interdisciplinary team of experts.<\/h3>\n\n                                                                <p>\n                            <a class=\"cta secondary\" href=\"https:\/\/www.investify-tech.com\/en\/contact\/\" target=\"\" rel=\"noopener\">\n                                Contact us                            <\/a>\n                        <\/p>\n                                    <\/div>\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <div class=\"contentBlock pt-0 pb-0 bg-dark\">\n            <\/div>\n\n\n    <div id=\"\" class=\"moduleBlogDetailMore   pt-12 pt-lg-9 pb-12 pb-lg-9  borderBottom  contentBlock\">\n        <div class=\"container\">\n            <div class=\"row align-items-center align-items-sm-end\">\n                \n                <div class=\"col-12  col-sm-6 col-sm-8\">\n                    <h2 class=\"h2 big mb-0\">Articles and news<\/h2>\n                <\/div>\n                <div class=\"col-6 col-sm-4 text-right d-none d-sm-block\">\n                    <p>\n\n                                                    <a href=\"https:\/\/www.investify-tech.com\/en\/news\/\" target=\"\" rel=\"noopener\" class=\"cta secondary blue round small\">\n                                All news                            <\/a>\n                                            <\/p>\n                <\/div>\n            <\/div>\n\n            <div class=\"row mt-3 mt-sm-5\">\n                \n\n                                                    <div class=\"col-12 col-sm-6 col-md-4 \">\n                        <a class=\"moduleBlogListItem\" href=\"https:\/\/www.investify-tech.com\/en\/retirement-savings-account-investify-tech-provides-infrastructure-for-hansainvest\">\n\n\n                            \n                            <div class=\"moduleBlogListItemImage\" style=\"background-image:url(https:\/\/www.investify-tech.com\/wp-content\/uploads\/2026\/07\/investify_B2B_Referenzen_Hansainvest-Bildmaterial-abgedunkelt_V01_JD.jpg);\">\n\n\n                                                                    <div class=\"logoWrap\">\n                                        <img loading=\"lazy\" decoding=\"async\" class=\"lazy img-fluid\" src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2026\/07\/investify_B2B_Logodatei_Hansainvest_freigestellt_weiss_V01_JD-scaled.png\" style=\"\" width=\"2560\" height=\"344\" alt=\"\">\n                                    <\/div>\n                                \n\n                            <\/div>\n\n                            \n                            <div class=\"blogDetail\">\n                                <span class=\"category\">B2B cooperations<\/span>\n                                <h2>Retirement savings account: investify TECH provides infrastructure for HANSAINVEST<\/h2>\n                                <p class=\"mb-2 date\">\n                                                                            Published:\n                                                                        09.07.2026                                <\/p>\n\n                                <span class=\"more\">\n                                                                            Read more\n                                                                    <\/span>\n                            <\/div>\n                        <\/a>\n                    <\/div>\n                                    <div class=\"col-12 col-sm-6 col-md-4 \">\n                        <a class=\"moduleBlogListItem\" href=\"https:\/\/www.investify-tech.com\/en\/investify-tech-and-gubbi-provide-financial-service-providers-with-easy-access-to-digital-assets-via-the-gdx-primary-market\">\n\n\n                            \n                            <div class=\"moduleBlogListItemImage\" style=\"background-image:url(https:\/\/www.investify-tech.com\/wp-content\/uploads\/2026\/04\/iStock-1029469540_farbig-1-scaled.jpg);\">\n\n\n                                                                    <div class=\"logoWrap\">\n                                        <img loading=\"lazy\" decoding=\"async\" class=\"lazy img-fluid\" src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2026\/04\/gubbi-logo-weiss.png\" style=\"\" width=\"549\" height=\"182\" alt=\"\">\n                                    <\/div>\n                                \n\n                            <\/div>\n\n                            \n                            <div class=\"blogDetail\">\n                                <span class=\"category\">Press article<\/span>\n                                <h2>investify TECH and Gubbi provide financial service providers with easy access to digital assets via the GDX Primary Market<\/h2>\n                                <p class=\"mb-2 date\">\n                                                                            Published:\n                                                                        15.04.2026                                <\/p>\n\n                                <span class=\"more\">\n                                                                            Read more\n                                                                    <\/span>\n                            <\/div>\n                        <\/a>\n                    <\/div>\n                                    <div class=\"col-12 col-sm-6 col-md-4 d-none d-sm-block\">\n                        <a class=\"moduleBlogListItem\" href=\"https:\/\/www.investify-tech.com\/en\/investify-tech-supports-financial-service-providers-in-rapidly-implementing-pension-scheme-reform\">\n\n\n                            \n                            <div class=\"moduleBlogListItemImage\" style=\"background-image:url(https:\/\/www.investify-tech.com\/wp-content\/uploads\/2026\/02\/iStock-2224485239-1-scaled-e1770328089594.jpg);\">\n\n\n                                \n\n                            <\/div>\n\n                            \n                            <div class=\"blogDetail\">\n                                <span class=\"category\">News<\/span>\n                                <h2>investify TECH supports financial service providers in rapidly implementing pension scheme reform<\/h2>\n                                <p class=\"mb-2 date\">\n                                                                            Published:\n                                                                        27.03.2026                                <\/p>\n\n                                <span class=\"more\">\n                                                                            Read more\n                                                                    <\/span>\n                            <\/div>\n                        <\/a>\n                    <\/div>\n                            <\/div>\n\n        <\/div>\n    <\/div>\n    <div class=\"contentBlock pt-0 pb-0 \">\n            <\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-1788","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Private Banking Suite | investify TECH<\/title>\n<meta name=\"description\" content=\"Hybrid asset management for sophisticated personal client servicing\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investify-tech.com\/en\/private-banking-suite\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Private Banking Suite | 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