Product Overview of WeInvest
WeInvest is a pioneering digital wealth management platform headquartered in Singapore, operating since 2015 and serving a broad range of clients across Asia and the Middle East, including Malaysia, Indonesia, GCC countries, Thailand, India, Hong Kong, and China.
What WeInvest Does
WeInvest is designed to transform wealth management by providing institutions and individuals with a comprehensive, end-to-end digital wealth platform. The platform is tailored to assist banks, brokers, asset managers, family offices, and wealth managers in delivering regionally-compliant digital wealth services and investment experiences to their clients.
Key Features and Functionality
1. Systematic Quant Investment Products
WeInvest offers systematic quant investment products that are completely data-driven and unbiased, eliminating human emotions and biases to provide better returns and a seamless investing experience.
2. Diverse Investment Products
The platform provides a wide range of investment products, including multi-asset, thematic, region, and style-based investments, as well as long and short-term investment plans. This diversity allows clients to choose products that align with their financial goals.
3. Robust Investment Algorithms
WeInvest’s algorithms have generated high returns and outperformed the market and competitors. These algorithms are robust, data-driven, and free from biases, ensuring consistent and reliable investment performance.
4. End-to-End Digital Wealth Platform
The platform includes four distinct product lines:
- GROWWEALTH: Asia’s first B2B2C Robo-advisory platform, offering a completely online user experience to invest in various asset classes, currencies, and theme-based investments. It supports retail customers in investing in goals with ease, leveraging multiple brokers and custodians.
- ADVISEWEALTH: An RM-enabled Robo-Advisory tool for affluent clients, enabling Relationship Managers to gain a holistic view of their clients’ portfolios. This enhances RM productivity, improves user experience, and reduces operational costs.
- TRACKWEALTH: Southeast Asia’s first automated aggregation solution, which simplifies the aggregation of accounts across different financial institutions. This tool provides valuable data intelligence to banks and institutions, enhancing their ability to service and cross-sell to clients.
- STRATEGY MARKETPLACE: A marketplace offering pre-tested and validated portfolios from renowned global investment managers. This allows banks and financial institutions to leverage effective strategies to address the varied investment needs of their clients.
5. Plug-and-Play Online Platform
WeInvest’s platform is designed to be easy to set up and highly efficient, with zero upfront costs. It offers a multi-tenant wealth investment platform with over 400 configurations, making it versatile and adaptable to various institutional needs.
6. Diverse Partnership Models
The platform supports multiple partnership models, including B2I, Whitelabel, Introducer, and SAAS API, allowing for flexibility in how institutions integrate and use the platform.
7. Compliance and Security
WeInvest ensures that all its solutions are regionally compliant and secure, with features such as secure asset management and regulatory compliance, providing a trusted environment for clients to manage their investments.
Conclusion
In summary, WeInvest is a cutting-edge digital wealth management platform that empowers financial institutions and individuals with innovative tools and solutions, enhancing their investment experiences and operational efficiencies in the digital era.