WeAdvise
HQ Address
Lyonel-Feininger-Str. 27, 80807 Munich, Germany
Website Address
Business introduction
Digital wealth management solution
An easy-to-integrate solution for digital and hybrid business models
WeAdvise is an independent provider of digital wealth management technology. WeAdvise white-label solutions enable established financial services firms like banks, insurance companies and wealth managers to tap into new revenue sources and increase customer loyalty with state-of-the-art digital offerings. Our technology is highly adaptive, immediately ready-to-use and fully compliant with regulatory and data security requirements.
WeAdvise Solutions
White-Label Client Portal
The WeAdvise client portal provides your customer with a comprehensive portfolio view for multiple custodians. It is customizable and white-label-ready. A digital post box enables direct communication as well as automation of quarterly reports and regulatory loss reports. Our client portal is tablet and smartphone ready....
business needs
view solutionWhite-Label Onboarding
We offer robo-advice-technology that allows digital, frictionless onboarding. Our solution is completely adaptable to the “look & feel” of your own corporate identity. With our modular platform, you decide which investment strategies you offer to your clients. We lower development and operating costs compared to an in-house development....
