How they describe themselves: WeInvest is a digital wealth management solutions provider for banks, wealth and asset managers, insurance companies, and independent financial advisors. Headquartered in Singapore, we currently have operations in Malaysia, Indonesia, Dubai, and India. Our range of digital wealth management solutions include robo advisory, financial account aggregation, RM advisory tools, and a strategy marketplace. Our uniqueness is the flexibility we offer our institutional clients in tailoring our platform to their needs.
Our product is intended to benefit the institutions we work with and ultimately their end-customers by helping them gain access to a simple, transparent, and low-cost solution.
How they describe their product/innovation: The RM Workbench is an advisory tool for client-facing professionals in banks, asset management firms, insurance providers and independent financial advisors. The RM workbench is a capability built to deliver a holistic picture to the RMs about their clients, client communications, product information along with the ability to precision service clients based on client profile and needs.
Product distribution strategy: Direct to Business (B2B), through financial institutions