Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: WeInvest is Asia’s first B2B digital wealth management solutions provider. Founded in 2015, WeInvest is headquartered in Singapore. We are serving Banks, Brokers, Wealth Managers, AMC’s and Insurance Companies in Singapore, Hong Kong, Malaysia, Indonesia, Thailand, UAE & MENA.

We enable our clients with a digital advisory platform to control the entire value chain from front to middle and back office systems to execution and custody. Our product suite consists of a Retail Robo Advisory Platform, RM Assisted Robo Advisory Platform and an aggregation tool that enables a comprehensive view of a client’s assets & financials across multiple institutions.

How they describe their product/innovation: AdviseWealth is a comprehensive RM suite with end-to-end portfolio analytics, powerful financial planning tools capability to manage core and satellite portfolios.

A digital platform for an advisor to understand and optimise his client portfolios, generate relevant ideas, expedite execution and collaborate with his clients anytime, anywhere. It has a plug and play capability to introduce digital wealth, giving your Relation Managers the access to strategies & products with personalized strategy selection & filtering to identify and cross-sell portfolios.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev., Press & Sales: Preeti H Bhambri, Head of Business Development & Marketing, preeti@weinvest.net, 6582372977