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
Marc Cavatoni
Nowinta Vermögensverwaltung
"As an independent wealth manager, we want to combine digital solutions with personal advice.
In our partnership with WeAdvise, we are particularly impressed by the combination of finance-
and tech-related know-how of the entire team."
Stephan Theuer
Consulting Team Vermögensverwaltung
"We started our digital offering with the plug-and-play technology from WeAdvise. Building on an
automated and bank-independent solution is key to us as an independent wealth manager. We see ourselves
well prepared for the future."
Maria Mann
Financery
"We have developed an investment offering for a special target group. WeAdvise is the right
partner for our model. What I particularly appreciate is our cooperation based on a partnership
model combined with implementation power."
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.
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