WeInvest is a pioneering Digital Wealth Platform in Asia, revolutionizing the landscape of wealth management and investment solutions for a wide range of clients, including family offices, banks/brokers, wealth managers, and investors.
Headquartered in Singapore, WeInvest boasts a substantial following and a dedicated team of 51-200 employees committed to driving innovation and excellence in the financial sector.
At the core of WeInvest’s offerings is an end-to-end digital platform that caters to the needs of Banks and other financial institutions, empowering them to enhance their services and cater to the evolving demands of their clientele.
By leveraging WeInvest’s plug-and-play online platform, Banks can expand their range of investment options for retail customers while bolstering their value proposition for High Net Worth Individuals (HNIs) and Private Banking clients.
WeInvest’s comprehensive Digital Wealth Management Platform is anchored by four distinct product lines, each designed to cater to different segments of the market and provide tailored solutions:
- GROWWEALTH: As Asia’s first B2B2C Robo-advisory platform, GROWWEALTH offers a seamless online investment experience that supports a diverse range of asset classes, currencies, and theme-based investing. It enables retail customers to invest in goals with ease, leveraging the expertise of various brokers and custodians.
- ADVISEWEALTH: This RM-enabled Robo-Advisory tool empowers Relationship Managers to gain a holistic view of their clients’ portfolios, enabling them to provide precision services efficiently. By enhancing RM productivity and improving user experience, ADVISEWEALTH helps financial institutions serve affluent clients more effectively while reducing operational costs.
- TRACKWEALTH: As Southeast Asia’s first automated aggregation solution, TRACKWEALTH simplifies the process of aggregating accounts across different financial institutions for emerging affluents to HNIs. This tool provides banks and institutions with invaluable data intelligence to better understand and serve their clients, ultimately enhancing cross-selling opportunities.
- STRATEGY MARKETPLACE: WeInvest’s Strategy Marketplace offers a curated selection of pre-tested portfolios from globally renowned investment managers, providing Banks and financial institutions with a plug-and-play solution to address the diverse investment needs of their client base effectively.
Overall, WeInvest stands out as a trailblazer in the digital wealth management space, empowering financial institutions with innovative tools and solutions to thrive in an increasingly digital landscape.