Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: WELREX is a digital investment management platform that empowers Independent Relationship Managers (IRMs) in wealth management to exceed their client’s expectations and enables U/HNW individuals to make the most of their wealth.

WELREX provides investment services and tailored solutions to IRMs and their HNW clients via a proprietary user experience on top of an established SaaS platform, which has been configured to reflect IRM and client best interests.

WELREX believes that advisors and their clients deserve to live their wealthiest possible life.

How they describe their product/innovation: The WELREX platform – designed by experienced industry experts – ensures that WELREX Independent RMs (IRMs) legally own their client book, get compensated purely on delivered results, work how and where they want, and set their own targets, so that they can focus 100% on servicing and growing their client book and becoming more productive.

For wealth owners, the WELREX digital wealth management platform, combined with an expert team, delivers solutions tailored to fit their preferences and meet their wealth ambitions.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)

Contacts:

Bus. Dev.: Yevgeni Agerd (Founder & CEO), yevgeni@welrex.com, +44 (0)7814 288453
Press: Joe Clift (CMO), joe@welrex.com, +447515972387