WeInvest is a digital wealth management solutions provider for banks, wealth and asset managers, insurance companies, and independent financial advisors.
- Drill down to any client’s portfolio with comprehensive analytics across performance, exposures, and risk
- Generate ideas which could be relevant for the client across products
- Manage, trade, and advise
Why it’s great
The RM Workbench is a capability built to deliver a holistic picture to the relationship managers about their clients, client communications, product information along with the ability to precision-service clients.
Bhaskar Prabhakara, CEO
Prabhakara co-founded WeInvest and TrackWealth with the vision to help everyone take control of their finances, make better investment decisions and gain access to simpler, smarter, and transparent investing.
Aananth Solaiyappan, CTO
Solaiyappan is a passionate technologist and a firm believer in the transformative power of design lead innovation. He is an accomplished executive and a serial entrepreneur.