WeAdvise AG WeAdvise AG

Your integrated solution for digital wealth management.

Digital investment assistant

  • Intuitive, seamless investment experience
  • For hybrid and digital advice models
  • Paperless account opening
  • Video identification or electronic signature

Client portal

  • Comprehensive portfolio view for your clients – customizable and white-label-ready
  • Digital post box for direct communication
  • Automation of quarterly reports and regulatory loss reports
  • Tablet and smartphone ready

Advisor portal

  • Manage all your customer accounts
  • Send messages to your clients
  • Manage your lead pipepline
  • Activate user accounts for existing clients

What our customers say

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.