A new generation of investors have changing expectations when it comes to the service they receive from Financial Organisations. CREALOGIX Invest is a Wealth Management end-client user platform, for wealth and investment management including trading valuation and client reporting. With CREALOGIX Invest, customers will, for the first time, be able to engage with their entire financial universe on a single wealth management platform. Accessible via any device, at any time, clients will be presented with not only their financial health and wealth information, but also relevant and personal updates of the latest market information, news, and analysis.
CREALOGIX Invest is a client-centric Wealth Management platform designed to fulfil the needs of Wealth Management providers through a suite of products and modules that can be used alone or in conjunction with the CREALOGIX Digital Banking Hub. The modules can be selected across each Invest product to create a flexible solution to meet the needs of all financial services organisations.
CREALOGIX Invest is a modular software product designed to meet the needs of the wealth & investment management community. Invest is available as three core packages: Invest Wealth, Invest Trader, and Invest Advisory, however, due to its modular nature, the features of any packages can be combined to create a flexible solution that can cover all required functions.