Our business

Bank-grade advice platform

Goal-based approach to wealth management, multiple asset classes plus deep analytics give banks a path to deeper client relationships.
  • Seamless integration
    • Adaptable to fit your technology ecosystem and easy to use for advisors and clients
  • Data security
    • Meets requirements of top-tier financial institutions
  • Open investment architecture
    • Choose the investment products that suit your clients’ needs

Forward-looking partners

Invest is not another MF back office software. We are a complete investment technology platform focused on your success.
  • Strategic input
    • We provide a digital solution that evolves your service model
  • Culture of partnership
    • From technology to investment management to marketing, we help meet your business needs
  • FinTech know-how
    • Our alliances, tools and reports help leverage your client base and provide superior experience.

Innovative & experienced

  • Proven innovation
    • Investment product domain knowledge and enterprise solutions are part of our FinTech expertise
  • Practical ingenuity
    • With over 20 years of digital advice experience, we can help you create efficiencies for you to focus on client relationships
  • Stability and expertise
    • With our strong alliances with several institutional participants, we can meet banks, exchanges and advisors complex needs, now and in the future

Easy Access, Personalized Advice

We have a proven track record of partnering with IFA’s, Stock Brokers and banks to solve problems and bring a superior digital investing experience to life for advisors and clients. The bar has been raised. Investors expect 24/7 access to their portfolio, along with personalized advice. We make it easy for your clients to sign up, see all of their investment accounts in real time, and get personalized advice to help them reach their financial goals. We help automate compliance, onboarding, and servicing tasks, so advisors can focus on adding value.

What we bring to the table

Our digital advice experience can help you increase client and advisor adoption, address compliance requirements, determine investment suitability, and lower costs to service clients.
  • Our platform provides a goal-based process that maps clients to investments according to their attitude toward risk and capacity to take on risk.

Team up for success

We serve some of the largest financial institutions. Together we can:
  • Grow assets from current clients and attract new clients, with a modern investing experience customized for your brand, messaging, and value proposition.
  • Extend your wealth management business reach to serve small but growing accounts — with reduced costs and complexity.?
  • Enable you to focus on what you do best — help clients stay on track with goals, offer investment expertise, and foster strong relationships.