Highly adaptive to the needs of your business.
Independent of banks and asset managers.
Regulatory compliance combined with a maximum level of IT-security.
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.
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.
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.
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.
To view the full range of capabilities available from our platform, please get in touch for a live-demo and
Advice is straight-forward and non-binding.