{"id":1794,"date":"2022-11-21T09:56:27","date_gmt":"2022-11-21T08:56:27","guid":{"rendered":"https:\/\/www.investify-tech.com\/?page_id=1794"},"modified":"2026-07-16T17:26:27","modified_gmt":"2026-07-16T15:26:27","slug":"robo-advisor-suite","status":"publish","type":"page","link":"https:\/\/www.investify-tech.com\/en\/robo-advisor-suite","title":{"rendered":"Robo Advisor 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-RoboAdvisorSuite-Header-scaled.webp)\";><\/div>\n                                    <div class=\"pr-md-7\">\n\n                                        \n                                        <h1 class=\"\n                                        \n                                                        \n\">Modern self-service solutions<\/h1>\n\n                                                                                    <p>Do you want to tap into new customer groups with a smart digital self-service solution or perhaps offer existing customers a modern financial investment with low entry barriers? 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-RoboAdvisorSuite-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\n<p class=\"wp-block-paragraph\">Chief Investment Officer, M.M. Warburg &amp; CO<\/p>\n\n\n<div id=\"\" class=\" contentBlock moduleText icons   pt-12 pt-lg-9    bg-dark\">\n    <div class=\"container\">\n        <div class=\"row\">\n            <div class=\"col-12\">\n                                    <h3 class=\"\">Powerful package<\/h3>\n                                                    <h2 class=\"\">We build robos from a single mould by conviction <\/h2>\n                            <\/div>\n        <\/div>\n        <div class=\"row\">\n            <div class=\"col-12\">\n                <p>We have been developing powerful robo advisors since our foundation. Our solutions are used by B2B partners in the retail segment as well as in private banking. What do our partners appreciate in particular? We offer everything you need for strong digital securities sales and maximum compliance. Our one-stop approach not only leads to particularly smart solutions, but also minimises implementation costs.\u00a0<strong>#RoboOneStop<\/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\/2026\/02\/Element-127@4x.png\" class=\"lazy img-fluid\" width=\"400\" height=\"400\" alt=\"\"\/>\n                        <\/div>\n                        <div class=\"col-12 text-center\">\n                            <p class=\"mb-0 mt-2 text-semibold\">\n                                Self-service<br \/>\r\nonboarding                            <\/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\/2026\/02\/Element-128@4x.png\" class=\"lazy img-fluid\" width=\"400\" height=\"400\" alt=\"\"\/>\n                        <\/div>\n                        <div class=\"col-12 text-center\">\n                            <p class=\"mb-0 mt-2 text-semibold\">\n                                End customer<br\/>portal\/app or APIs                            <\/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\/2026\/02\/Element-129@4x.png\" class=\"lazy img-fluid\" width=\"400\" height=\"400\" alt=\"\"\/>\n                        <\/div>\n                        <div class=\"col-12 text-center\">\n                            <p class=\"mb-0 mt-2 text-semibold\">\n                                Smart<br\/>reportings                            <\/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\/2026\/02\/Element-130@4x.png\" class=\"lazy img-fluid\" width=\"400\" height=\"400\" alt=\"\"\/>\n                        <\/div>\n                        <div class=\"col-12 text-center\">\n                            <p class=\"mb-0 mt-2 text-semibold\">\n                                Custodian bank<br\/>connection                            <\/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\/2026\/02\/Element-131@4x.png\" class=\"lazy img-fluid\" width=\"400\" height=\"400\" alt=\"\"\/>\n                        <\/div>\n                        <div class=\"col-12 text-center\">\n                            <p class=\"mb-0 mt-2 text-semibold\">\n                                CRM and<br\/>analysis tool                            <\/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\/2026\/02\/Element-132@4x.png\" class=\"lazy img-fluid\" width=\"400\" height=\"400\" alt=\"\"\/>\n                        <\/div>\n                        <div class=\"col-12 text-center\">\n                            <p class=\"mb-0 mt-2 text-semibold\">\n                                Regulatory und easy<br\/>daily run                            <\/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>\n\n\n    <div  id=\"\" class=\" moduleBanner   pt-12 pt-lg-9 pb-12 pb-lg-9   black small 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: Quickly implemented &#8211; 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\/bw-bank-on-an-innovative-combination-of-digital-convenience-and-professional-asset-management\" class=\"newsListItem item-1\">\n                            <div class=\"imgWrap\">\n\n                                \n                                <h3>&#8220;BW-Bank ON&#8221; &#8211; investify TECH develops asset management for Germany&#8217;s largest state bank<\/h3>\n                                <p>BW-Bank is expanding its range of securities services with &#8220;BW-Bank ON&#8221;, a digitalised ETF asset&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\/11\/investify_Referenz_LBBW_BW-Bank_Logo_News.png\" style=\"\" width=\"1145\" height=\"441\" 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\/warburg-navigator-cooperates-as-of-now-with-investify-tech\" class=\"newsListItem item-2\">\n                            <div class=\"imgWrap\">\n\n                                \n                                <h3>Warburg Navigator now cooperates with investify TECH<\/h3>\n                                <p>The Warburg Navigator, the digital asset management of M.M.Warburg &#038; CO, is changing service providers:&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\/03\/investify_B2B_Logodatei_Warburg_freigestellt_weiss_V01_JD.png\" style=\"\" width=\"916\" height=\"396\" 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\/2023\/08\/investify_Mockup_Kombi_EN.png\" style=\"\" width=\"1212\" 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\/2023\/08\/investify_Mockup_Kombi_EN.png\" width=\"1212\" height=\"1962\" alt=\"\">\n                        <\/div>\n                        <div class=\"col-12 col-sm-12 col-md-12 order-1 order-md-2 textWrap\">\n                            <h3>White label solutions<\/h3>\n<h2>A mere change of colour is not enough for us with our B2B Robo Advisors. We want to transport your USP!<\/h2>\n<p>Our claim is to build solutions that stand out and hold their own in the market. To do this, we take your USP and bring it into the Robo. We can only succeed in this because our standardised platform is maximally adaptable \u2013 a contradiction?\u00a0<span lang=\"EN-GB\">Not in the least \u2013 as testified by our numerous references!<\/span><\/p>\n<p class=\"text-strong\">Adaptation:<\/p>\n<ul>\n<li>Frontend designs<\/li>\n<li>Flows and processes<\/li>\n<li>Reportings and documents<\/li>\n<li>Asset and portfolio management<\/li>\n<li>Price structure<\/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 asset management software<\/h3>\n                    <h2 class=\"\">We make your day-to-day business easier with the digital back office for asset managers<\/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 generally slow down operations, are time-consuming and cause costs. Our technology and regulatory platform simply takes this burden off your shoulders.<\/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 the current regulatory environment<\/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 securities account opening<\/li>\n<li>Daily management of portfolios incl. rebalancing<\/li>\n<li>Optional end customer support<\/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 all settlements<\/h4>\n                            <ul>\n<li>Customer settlements<\/li>\n<li>Fee collections<\/li>\n<li>Settlement of connected 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>End customers are placing more and more value on design and clarity. That is why we build and generate individual reports for you that are well worth seeing. MiFID compliance guaranteed!<\/p>\n<p>&nbsp;<\/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 what the portfolios look like<\/h2>\n                <\/div>\n            <\/div>\n            <div class=\"row\">\n                <div class=\"col-12\">\n                    <p>If your core competence is asset management, we simply implement your model portfolios on our platform. You don&#8217;t have any competencies here? No problem! Then simply use our investment marketplace, for example, and access the best asset allocations on the market there.<\/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>Together with a renowned asset manager, we develop portfolios for you that fit your robo philosophy<\/li>\n<li><strong>Option 3:\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 (mass customisation)<\/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 offset-md-0 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=\"moduleTextPercent   pt-12 pt-lg-9   bg-dark contentBlock\">\n        <div class=\"container pb-5 pb-md-12 pb-lg-9\">\n            <div class=\"row align-items-center\">\n                <div class=\"col-12 col-md-7 col-lg-8 col-xl-7 pt-5 pb-5\">\n                    <div class=\"pr-5\">\n                        <h3 class=\"\">Market leader in mass customisation<\/h3>\n                        <h2 class=\"\">We create personalisable products that your customers love!<\/h2>\n                        <p>Fewer and fewer customers want off-the-peg services. This is just as true for shoes as it is for financial services. investify TECH addresses this customer need and creates customisable solutions. Our fitting algorithms also ensure that customisation is simple. The advantages:<\/p>\n<ul class=\"check\">\n<li>Greater customer satisfaction<\/li>\n<li>More customer interaction<\/li>\n<li>Greater willingness to recommend<\/li>\n<li>Lower price sensitivity<\/li>\n<li>Lower comparability <sup>1<\/sup><\/li>\n<\/ul>\n                    <\/div>\n\n                <\/div>\n\n\n                <div class=\"col-12 col-md-5 offset-md-0 col-lg-4 col-xl-5 text-center pt-7 pt-md-5 pb-5\">\n                    <div class=\"row\">\n                        <div class=\"col-12 col-sm-8 offset-sm-2 col-md-12 offset-md-0\">\n                            <div class=\"pl-6 pr-6 pl-sm-8 pr-sm-8\">\n                                <img class=\"lazy img-fluid mb-4\" data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/11\/investify_B2B_Relaunch_Grafiken_05.png\" width=\"652\" height=\"1436\" alt=\"\"\/>\n                                <p class=\"text\">of bank customers consider customisability of services to be very important.<sup>2<\/sup><\/p>\n                            <\/div>\n                        <\/div>\n                    <\/div>\n\n\n                <\/div>\n\n\n\n            <\/div>\n        <\/div>\n        <div class=\"container\">\n            <div class=\"row no-gutters\">\n                <div class=\"col-12\">\n                    <p class=\"mb-0 quelle\">Source: <sup>1<\/sup> Franke\/Piller (2004).&nbsp;&nbsp;&nbsp; <sup>2<\/sup>&nbsp;ZEB, digital puls check 3.0, 2018.<\/p>\n                <\/div>\n            <\/div>\n\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=\"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 \">\n                    <div class=\"  \">\n                        <img class=\"lazy img-fluid\" data-src=\"https:\/\/www.investify-tech.com\/wp-content\/uploads\/2022\/10\/boersede_02.jpg\" style=\"\" width=\"1311\" height=\"976\" alt=\"\">\n                    <\/div>\n\n\n                    \n\n                    \n                                    <\/div>\n                <div class=\"col-12\n\n\n                                                                                col-md-7\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\/10\/boersede_02.jpg\" width=\"1311\" height=\"976\" alt=\"\">\n                        <\/div>\n                        <div class=\"col-12 col-sm-12 col-md-12 order-1 order-md-2 textWrap\">\n                            <h3 class=\"p1\">New opportunities<\/h3>\n<h2>Embedded finance with investify TECH<\/h2>\n<p>Today, financials and non-financials have to go new ways in sales. We demonstrate our embedded wealth expertise in various cooperations! Find out how we have implemented an exciting approach with boerse.de and where our advantages lie.<\/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 secondary medium d-block\" href=\"\/en\/boerse-de-and-investify-tech-enter-the-embedded-finance-business\" 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\/boerse-de-and-investify-tech-enter-the-embedded-finance-business\" target=\"\" rel=\"noopener\">\n                        Learn more                    <\/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=\"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                     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<\/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\/edekabank-vermogensmanager-provides-access-to-leading-asset-managers\">\n\n\n                            \n                            <div class=\"moduleBlogListItemImage\" style=\"background-image:url(https:\/\/www.investify-tech.com\/wp-content\/uploads\/2026\/07\/investify_B2B_Referenzen_Edekabank-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_Edekabank_freigestellt_weiss_V01_JD-scaled.png\" style=\"\" width=\"2560\" height=\"441\" alt=\"\">\n                                    <\/div>\n                                \n\n                            <\/div>\n\n                            \n                            <div class=\"blogDetail\">\n                                <span class=\"category\">B2B cooperations<\/span>\n                                <h2>Edekabank Verm\u00f6gensManager provides access to leading asset managers<\/h2>\n                                <p class=\"mb-2 date\">\n                                                                            Published:\n                                                                        02.09.2026                                <\/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\/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 d-none d-sm-block\">\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>\n\n        <\/div>\n    <\/div>\n    <div class=\"contentBlock pt-0 pb-0 \">\n            <\/div>\n","protected":false},"excerpt":{"rendered":"<p>Chief Investment Officer, M.M. Warburg &amp; CO<\/p>\n","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-1794","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Robo Advisor Suite | investify TECH<\/title>\n<meta name=\"description\" content=\"Powerful digital self-service solutions in white label\" \/>\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\/robo-advisor-suite\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Robo Advisor Suite | investify TECH\" \/>\n<meta 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