Invest Wealth is an intuitive, user-friendly, self-service wealth platform. Invest revolutionises engagement through customisable graphical dashboards and flexible data manipulation for users to fully interact with their portfolio. Its advanced data aggregation grants users complete valuation and control of all their finances on a single platform.
With CREALOGIX Invest Wealth, 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.
With Invest, customers gain access to a broader and deeper insight into their financial lives with a platform that has been developed specifically for them. With elegant interfaces and user-friendly graphs, greater customer satisfaction can be seamlessly and effortlessly achieved. Wealth Features include:
- Modular Dashboard
- Client Documentation Vault
- Virtual Portfolio
- White Label Facility
As a financial institution, CREALOGIX Invest Wealth helps you leverage your consulting and Wealth Management capabilities. The entire consulting process, the services offered and the efforts to be made are optimally adapted to the respective customer group and their needs. The speed of response is increased by monitoring portfolios online and setting up alerts. In addition, you save resources in the implementation of regulatory requirements since these are already stored in the workflows of the software.