Offshore Wealth Platform
Expand your product offering with our quant strategies augmented with AI/ML capabilities
Three Distinct Operating Models
Three distinct operating modes, namely Firm-Access mode (End-investors onboarded and managed by the Bank) and Introducer mode (End-investors introduced to WeInvest, onboarded and managed by us)
Firm-Access Mode
- Login(s) on WeInvest platform provided to Bank/Firm representative
- Bank/Firm owns the clients and invests on behalf of them
- WeInvest provides monthly statements by accounts (clients)
Introducer Mode
- Your firm acting as an introducer. WeInvest to onboard and own the end-investors
- WeInvest branded platform/UI, backed by our fund management license
WhiteLabel Mode
- Bank setup as a Firm on WeInvest platform. End-investors owned by the Bank
- Co-Branded UI (WeInvest and the Bank)