17 July 2018
Register today

Wealthify white-labels tech platform

07 February 2017  |  3099 views  |  0 Source: Wealthify

Wealthify, the online investment service, has today announced it is now able to white label its technology, enabling financial institutions to offer their retail clients the quickest route to the most affordable, fully-diversified investment plan in the UK.

Institutions that do not traditionally offer investment products, or stopped offering them post RDR, can now use Wealthify’s technology to access a rapidly growing market.

The move offers financial organisations, including banks and insurance firms, with an off the shelf automated and FCA approved investing solution. The technology can be both own or co-branded depending on preference and implemented in as little as two months; compared to the minimum 18 months it would take to build from scratch. Alternatively, Wealthify will also offer APIs to institutions that want to provide an automated investing service with all front-end user interfaces designed, developed and maintained in-house.

Once consumers are signed up, Wealthify experts build personal investment plans aligned to an individual’s attitude to risk, then invest, monitor and manage their money for them daily. The service is built for the digital age, allowing users to check their investment plans on a phone or tablet, and withdraw or deposit 24/7.

Richard Theo, co-founder of Wealthify commented: “Our mission is to democratise investing. We’ve already made strides towards this, and white labelling our technology is the next logical step in making affordable and easy-to-use investing services available to an even wider range of people. Our tried-and-tested infrastructure and award-winning UX enables financial institutions to offer a new service to customers without having to employ an expensive tech team to build it, allowing them to enter a rapidly expanding market in a short timeframe.”

Wealthify’s founders have a strong heritage in white labelling financial services products and solutions to blue-chip companies, with a focus on low-cost, scalable operating models that can accommodate high volumes with ease.

Comments: (0)

Comment on this story (membership required)

Related company news

 

Related blogs

Create a blog about this story (membership required)
Visit https://secure.vasco.comVisit http://go.jumio.com/finextraAdVisit info.nice.com

Top topics

Most viewed Most shared
Handelsbanken trials micro contactless cardsHandelsbanken trials micro contactless car...
10402 views comments | 19 tweets | 30 linkedin
Metro Bank opens developer portalMetro Bank opens developer portal
9374 views comments | 5 tweets | 14 linkedin
Anything Visa can do...Mastercard takes time outAnything Visa can do...Mastercard takes ti...
8737 views comments | 6 tweets | 14 linkedin
Citi to streamline corporate receivables with HighRadiusCiti to streamline corporate receivables w...
7743 views comments | 1 tweets | 5 linkedin

Featured job

to GBP £90K base, double OTE (estimate)
London, UK or Europe

Find your next job