WeAdvise

Germany HQFounded 2018

Deployment

WindowsMacLinux

Best for

SmallMedium

Overview

About WeAdvise

WeAdvise provides of white-label technology for wealth management. Our solution enables established financial services firms like banks, insurance companies and wealth managers to tap into new revenue sources and increase customer loyalty with state-of-the-art digital offerings. Our technology is highly adaptive, immediately ready-to-use and fully compliant with regulatory and data security requirements. WeAdvise is an independent B2B provider our objective is to develop the leading technology platform for modern investments through the use of a straightforward, user-friendly customer interface.

At a glance

Software information

Industries served, licensing and the support WeAdvise provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English
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Capabilities

WeAdvise features

The full feature set, grouped by module.

Wealth Management Software

  • Asset Reporting
  • Client Portal
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management
  • Valuation & Risk Management

Plans

WeAdvise pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Media

Screenshots & video

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