Audience

Investment firms that want to offer digitized wealth management products

About WeAdvise

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. 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.

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Integrations

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Company Information

WeAdvise
Germany
weadvise.de

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Product Details

Platforms Supported
Cloud

WeAdvise Frequently Asked Questions

Q: What kinds of users and organization types does WeAdvise work with?
Q: What languages does WeAdvise support in their product?

WeAdvise Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting