Independent wealth managers and financial advisory firms manage more than 200 million euros of client assets on WeAdvise, a platform for digital wealth management.
WeAdvise further positions itself as digital platform for indepedent wealth and asset managers.
Since its official launch in March 2018, WeAdvise has been able to convince several financial services firms to use its platform technology. 10 installations have already been rolled out and others are being set up.
Client assets on the WeAdvise platform now exceed 200 million euros, both from new accounts and accounts transferred onto the technology platform. Assets are held with several custodians which independently confirmed the total amount of client assets.
“With our approach that combines deep expertise in both financial services and technology our team has been able to convince more and more independent wealth managers. The amount of client assets on our platform is a sign of great confidence our partners have in us. 18 months after our official launch, we are very happy with our performance and look forward to growing the business further”, says Christian Ropel, Co-Founder and Managing Director.
WeAdvise enables financial services firms to launch their own digital wealth management offering. WeAdvise’ solutions include an intuitive digital investment assistant and a multi-custody white-label-ready client portal. WeAdvise will continue to expand its offering for independent wealth managers to increase process efficiency while fulfilling regulatory requirements.
WeAdvise is an independent provider of white-label-technology for digital wealth management. Our solutions enable established financial services firms like banks, insurance companies and wealth managers to tap into new revenue sources and increase customer loyalty with state-of-the-art digital offerings. Our technology is highly adaptive, immediately ready-to-use and fully compliant with regulatory and data security requirements.