Tap new revenue sources and increase customer loyalty
WeAdvise is an independent solution provider for robo advisory technology.
The WeAdvise solution is tailored to the needs of B2B clients: it is highly adaptable –
independent – and immediately ready-to-use.
WeAdvise enables established financial services firms like banks, insurances and wealth managers
to launch a robo advisor in their own corporate identity and with their own investment strategy
Highly adaptive to the needs of your business
The WeAdvise solution is completely adaptable to the client’s corporate identity.
Independent of banks and asset managers
WeAdvise acts independently and lets its B2B customers decide which investment products are offered.
Our plug-and-play-platform comes with lower development and operating costs compared to an in-house
Regulatory compliance guaranteed
WeAdvise guarantees regulatory compliance and highest IT security standards.