Weinvest Digital Wealth Platform

Investment Management · 51 Employees
Email Address: sales@weinvest.net
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About
WeInvest is Asia's first end-to-end Digital Wealth Platform and offers solutions to Banks & other financial institutions. The plug and play online platform is used by Banks to offer more online investment options to their retail customer base and strengthen the proposition for HNIs and Private Banking clientele. WeInvest provides an end-to-end Digital Wealth Management Platform through our four product lines: 1. GROWWEALTH - WeInvest Robo-advisor, Asia’s first B2B2C Robo-advisory platform. It is a completely online user experience to invest in goals that support multiple asset classes, currencies, theme-based investing & brokers/custodians. 2. ADVISEWEALTH - RM enabled Robo-Advisory for affluent clients. It is a tool that enables Relationship Managers to get a holistic view of their portfolio and precision-service their clients. It enhances RM productivity and offers a superior user experience while reducing operational cost. 
 3. TRACKWEALTH - South East Asia's first AUTOMATED Aggregation solution. It automatically Aggregates accounts across banks, brokerages, wealth portfolios for emerging affluents to HNIs. It gives a bank/institution enormous data intelligence to be able to service and cross-sell more effectively & efficiently. 4. STRATEGY MARKETPLACE - Our Marketplace offers a suite of pre-tested and validated portfolios from some of the most trusted and renowned global investment managers. The service allows for a plug-and-play capability for banks and financial institutions to leverage the most effective strategies that address the varied investment needs of their client groups.
Year Founded
2014
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Industry
Investment Management
HQ Location
Level 6, One Phillip Street Royal One Phillip Singapore, Singapore 048692, SG
Keywords
WealthTechInvestmentTechRobo Advisory SolutionsFinTechInvestment ManagementWealth ManagementFinancial ServicesPaaSPlatform-as-a-ServiceDigital Wealth Solutions
Location
6
  • Level 6, One Phillip Street Royal One Phillip Singapore, Singapore 048692, SG
  • A480, Enzyme Tech Park, 18th Cross, 27th Main, Sector 2 HSR Layout Bangalore, Karnataka 560102, IN
  • 1st Floor, A-Block, East Wing, Global Infocity 40, MGR Salai, Kandanchavadi, Perungudi Chennai, Tamil Nadu 600096, IN
  • Unit 8,9 | Level 4 | Gate Precinct Building 5 Dubai International Financial Center (DIFC) Dubai, United Arab Emirates, AE
  • Regus Business Center Wanchai Hong Kong, Hongkong 75HF+WF, HK
  • 246 Times Square Building, Sukhumvit, 12-14 Rd, Klongtoey Unit 405, 4th floor Bangkok, Bangkok 10110, TH

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