Connecting with any core banking or back office system(s), CREALOGIX Invest provides a self-service system of engagement for clients of wealth management firms. The standardised product allows firms rapidly to modernise their mobile and desktop user experience, or launch completely new digital investing services such as a robo-advisory offering. 

Offering convenient self-service options for investors helps wealth management firms modernise legacy processes including profile building and client suitability. Ultimately this allows advisors to get to know their clientele better and frees up key personnel to deliver higher level value. 

Optional features can be easily built on to our products as the scope of your digital service grows, thanks to the product’s modular architecture. Invest Wealth is our recommended package of most commonly chosen modules for discretionary services, with optional packages Invest Trader and Invest Advisory, as well as further functionality to support relationship managers in the front office. While offered with standard interfaces and components that are ready to go, the platform is built to be fully customisable in terms of design and content to build a consistent branded digital experience.

CREALOGIX Invest can be delivered as a component of a wider implementation of CREALOGIX Digital Banking Hub, or as a standalone solution.