WeAdvise WeAdvise

Digital Wealth Management

An easy-to-integrate solution for digital and hybrid business models

Highly adaptive to the needs of your business.

Independent of banks and asset managers.

Immediately ready-to-use.

Regulatory compliance combined with a maximum level of IT-security.

Digitize your own business model and tap new revenue sources.

Increase customer loyalty with state-of-the-art digital offers.

Highly adaptive to the needs of your business

Our technology is completely adaptable to the “look & feel” of your own corporate identity. We enable you to promote your own wealth management strategies without losing the interface to the customer.

Independent of banks and asset managers

With our modular platform, you decide which investment products you offer. WeAdvise acts independently of banks or product manufacturers. Upon request, we are also able to integrate your preferred partner bank.

Immediately ready-to-use

With the help of our scalable plug-and-play-platform you do not lose time-to-market. We lower development and operating costs compared to an in-house development.

Regulatory compliance combined with a maximum level of IT-security

We constantly monitor our solution to ensure full regulatory compliance – this is contractually guaranteed to our clients. All data is hosted at high-security data centers and therefore meets the highest IT security requirements.

How can WeAdvise help your business?

Get in touch with us!

To view the full range of capabilities available from our platform, please get in touch for a live-demo and individual advice.
Advice is straight-forward and non-binding.

Official partner of Verband unabhängiger Vermögensverwalter
2020 WealthTech 100

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