You can take your digital service portfolio to a new level with CREALOGIX Invest. You receive a central access point through which to build and run your tailored Wealth Management interface using the latest technology and continuously tweak it for the benefit of your customers. Your customers get apps and services that clearly differentiate you from other financial service providers. You can also anonymously analyse all of your customers’ actions, thereby enabling you to optimise personal, tailored customer journeys across all channels on an ongoing basis.
CREALOGIX Invest Trader is a simple-to-use, elegant, self-service trading platform; complete with a responsive user interface and access to global markets. CREALOGIX Invest Trader revolutionises retail and institutional trading engagement and improves user satisfaction. Its advanced order routing capabilities and data aggregation grants users complete valuation and transactional control of all their finances on a single platform.
Ready for the day
The perfect overview of Investments in under a minute
Access to vital documents at all times
Every important document in one place with unlimited access no matter where you are
Instant Messaging Service between Wealth Manager and Customer
Access a new, flexible and speedy way to stay in touch with the instant messaging platform in Invest
- Modular Dashboard
- Global Equity Trading
- Global Fixed Income Trading
- Virtual Portfolio