everyone INVESTED
HQ Address
Havenlaan 2, 1080 Brussels, Belgium
Website Address
Business introduction
Get everyone invested
Behavioral technology that integrates in your banking app to turn clients into investors
Get everyone invested. All the time.
As the former innovation team of KBC Asset Management, we spent years helping KBC establish its dominant position in savings and investments. Now, as the wealth tech spin-off of KBC Group, we’re taking our expertise to new heights, working towards a world where everyone invests with confidence.
Our strength lies in our diverse skills and unparalleled understanding of behavioral finance. We’re not just automating the investment process: we are digitizing it in a way that truly benefits investors by designing customer journeys that strike the optimal balance of user engagement, business impact, and regulatory compliance.
Our software solutions are designed specifically for business clients, helping them drive sales, retain customers, and rejuvenate their financial offerings through a personalized, investor-centric experience powered by behavioral insights.
everyone INVESTED Solutions
The Balance
Create portfolios that truly match your clients' emotions Get more clients to accept your offer TODAY Get more clients stick with their portfolio TOMORROW Easy. Quick. Smart. Traditionally it is tough to keep clients within their comfort zone when markets go down. Clients often sell off their portfolios when the going gets tough. Using the......
business needs
The Decoder
Unlock the black box of performance Improve your investment decisions Get a valuable insight into how a fund manager really puts the investment policy into practice Easy. Quick. Smart. The positioning of all the funds you offer and performance communication towards your clients becomes effortless when you have considerable insight into past allocation decisions......
business needs
The Matcher
Portfolio optimization at its core Portfolio alignment at minimal cost Enable a profileration of your investment strategy regardless the building blocks. Easy. Quick. Smart. Think about a client who wants to align an existing portfolio of third party funds to your investment strategy. The client likes your tasty menu but prefers to keep his......
business needs
The Page
Visualize market expectations in a highly interactive way. Encourage investors to take motivated decisions Lower the threshold of conversion Easy. Quick. Smart. The Page clearly shows the impact of markets on your customers’ portfolios. The interactive dashboard allows the investor to explore his comfort zone, experiment with his portfolio composition, and experience the impact......
business needs
The Profiler
Knowing your client paves the way for a long term relationship Improve conversion of your digital on-boarding processes Rejuvenate your investor base Easy. Quick. Smart. The Profiler goes beyond a standard risk profiling questionnaire. It not only looks at the classic risk-reward trade-off, but it also measures a customer’s loss aversion, as suggested by......
business needs
view solutionThe Score
Boost your customer loyalty Encourage trading activity for portfolio improvement Focus on resources on portfolios that most need it Easy. Quick. Smart. The result is one single metric that tells you how well the investor is aligned with his risk-return and his loss aversion preferences, i.e.: Traditional diversification over asset classes; Adaptive diversification over investment techniques. The......
