WeInvest is Asia's first end-to-end Digital Wealth Platform and offers solutions to Banks & other financial institutions. The plug and play online platform is used by Banks to offer more online investment options to their retail customer base and strengthen the proposition for HNIs and Private Banking clientele.
WeInvest provides an end-to-end Digital Wealth Management Platform through our four product lines:
1. GROWWEALTH - WeInvest Robo-advisor, Asia’s first B2B2C Robo-advisory platform. It is a completely online user experience to invest in goals that support multiple asset classes, currencies, theme-based investing & brokers/custodians.
2. ADVISEWEALTH - RM enabled Robo-Advisory for affluent clients. It is a tool that enables Relationship Managers to get a holistic view of their portfolio and precision-service their clients. It enhances RM productivity and offers a superior user experience while reducing operational cost.
3. TRACKWEALTH - South East Asia's first AUTOMATED Aggregation solution. It automatically Aggregates accounts across banks, brokerages, wealth portfolios for emerging affluents to HNIs. It gives a bank/institution enormous data intelligence to be able to service and cross-sell more effectively & efficiently.
4. STRATEGY MARKETPLACE - Our Marketplace offers a suite of pre-tested and validated portfolios from some of the most trusted and renowned global investment managers. The service allows for a plug-and-play capability for banks and financial institutions to leverage the most effective strategies that address the varied investment needs of their client groups.
Company Details
- Employees
- 32
- Founded
- -
- Address
- Level 6, One Phillip Street, Royal One Phillip,singapore
- sa****@****est.net
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- weinvest.net
- Keywords
- WealthTech, InvestmentTech, Robo Advisory Solutions, FinTech, Investment Management, Wealth Management, Financial Services, PaaS, Platform-as-a-Service, Digital Wealth Solutions, DIY Robo, Digital Transformation, Wealth Tracking, RM Advisory, Automated Goal-based Investing, Thematic Investments, Investment Advisory, Portfolio Management, Investment Strategies, Trade Operations.
- HQ
- Singapore, Singapore
Weinvest - Digital Wealth Platform Questions
Weinvest - Digital Wealth Platform's website is weinvest.net
Weinvest - Digital Wealth Platform's LinkedIn profile is https://sg.linkedin.com/company/weinvest-sg
Weinvest - Digital Wealth Platform has
32 employees.
View email and phone details for 32
employees at Weinvest - Digital Wealth Platform.
Weinvest - Digital Wealth Platform's industry is
Investment Management
Weinvest - Digital Wealth Platform's top competitors are
Blackfig Technologies,
Quantifeed,
Squareshift,
Techzation,
Weinvest,
Truefoundry,
Clearfeed,
Zamp,
Grab,
Qpiai.
Weinvest - Digital Wealth Platform's support email address is sales@weinvest.net
Weinvest - Digital Wealth Platform's categories are Investment Management
Weinvest - Digital Wealth Platform's founding year is 2014
