Funded by:

1.0Problem solver

investify TECH - Digitalisation and regulation can also be smart!

We have one goal: We want to make our B2B partners' business models smarter and more efficient and strengthen securities distribution. What makes us unique: investify TECH provides not only the best technology platform, but also the entire regulatory know-how. In practical terms, this means that we can take care of all the regulatory issues that you face on a daily basis. Your benefits: We help you become more digital while minimising your regulatory costs at the same time. In addition, we free up your mind and capacities for your core competencies, such as sales and asset management. #SecuritiesKnowHow

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Improve digitalisation
and efficiency

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Minimise
regulatory costs

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Connect distributors
and marketplaces

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Enable online
distribution

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Leverage the strength of
advisors in a hybrid way

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Develop modern and
sustainable products

2.0Investment platform

One-stop white label solutions

Today, true digitalisation can only succeed with a strong platform. Anything else is just expensive patchwork!

Our platform makes you a pioneer without experimentation! By conviction, we provide all the necessary building blocks and processes for your securities business from a single source: from digital onboarding to the portfolio management system and daily doing to reporting. Only with our one-stop approach can interfaces be minimised and simple, legally compliant solutions created. In addition, as a regulated company, investify TECH can also save on your entire back office. #EndToEndSmart

Memberships

 

Memberships

 


Full customer centricity

Our hybrid and digital investment solutions at a glance

  • Selection:
  • Private Banking Suite
  • Robo Advisor Suite
  • Execution Only Suite

Private Banking Suite

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 want to implement a new forward-looking asset management system? Then we have the right solutions!

Robo Advisor Suite

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!

Execution Only Suite

Do you want to distribute funds, ETFs, certificates, etc. digitally as easily as possible and in compliance with MiFID? At the same time, your customers should also be able to view the performance on a daily basis, thus achieving maximum customer loyalty? Then we have the right solutions!

Plug and Play

We make your path to the digital future easy!

You don't need large teams to use our innovative solutions! The reason: our solutions are based on a modular platform that we can easily adapt to your wishes and USPs. Instead of never-ending IT and regulatory projects, with investify TECH you get proven and secure securities solutions that are ready to use immediately. Once implemented, you always keep your finger on the pulse – without additional costs.

You want more time for your core competencies?

We can help you!

You want more time for your core competencies?

We can help you!

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3.0Regulatory platform

Minimising regulatory costs

Increasing regulation need no longer be a hindrance today!

investify TECH is a regulated company with its own licence. This gives us all the levers we need to make you more successful. For example, we can take over and digitalise all burdensome (regulated) processes and tasks for you. The result: lower costs and more compliance. #PlatformMakesRegulationEasy

  • Preparation of all reporting (costs, quarterly, ESG, etc.)
  • Loss threshold monitoring
  • Settlements
  • etc.

Learn more


investify TECH offers maximum security and reliability

Licence of the CSSF in Luxembourg

Branch in Germany

Internal audit by PricewaterhouseCoopers

Operation on servers in Germany

Licence of the CSSF in Luxembourg

Branch in Germany

Internal audit by PricewaterhouseCoopers

Operation on servers in Germany

Your future is ready with investify TECH!

Get to know our interdisciplinary team of experts!

Contact us

4.0Smooth forward

Quickly implemented, easy to use

Each of our cooperation partners is different and has specific framework conditions, goals and requirements. In a structured process, we therefore pick you up where you are in the transformation and make life easy for you and your customers. #PermanentCustomerCentric

1 Generate
ideas:

You have a problem but no concrete solution yet? We are happy to help you get started.

2 Challenge, plan
and found:

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

3 Make
decisions:

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

4 Implement
together:

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

5 Continuous
development:

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