Understand, analyse, and
engage your clients better.

  • Enable your customers to plan their investments anytime and anywhere.
  • Plug and Play capability to introduce digital wealth platforms for your customers.

growwealth is For

Banks

BROKERAGES

ASSET MANAGERS

Goal-based Journeys

Long-term passive asset
allocation solutions for mass
and emerging affluent

Risk Profiling

Personal/Financial/Risk
appetite-based composite
scoring methodology.
Customisable.

e-Onboarding Clients

Completely digital journey from
customer onboarding to e-broker
account opening

Real-time Event Alerts

Monthly performance,
performance status
change, funds transferred
and transactions history

Thematic Investments

Short to mid-term strategies with
quantitative & qualitative screening

Customisable
Investment Portfolios

Clients can change exposure
to assets or substitute
constituents based on current
exposure

Rebalancing Options

Pre-approved client rebalance or
process to let clients approve every
rebalance

Goal-based Journeys

Long-term passive asset allocation solutions for mass and emerging affluent

Risk Profiling

Personal/Financial/Risk appetite-based composite scoring methodology. Customisable.

e-Onboarding Clients

Completely digital journey from customer onboarding to e-broker account opening

Real-time Event Alerts

Monthly performance,performance status change, funds transferred and transactions history

Thematic Investments

Short to mid-term strategies with quantitative & qualitative screening

Customisable Investment Portfolios

Clients can change exposure to assets or substitute constituents based on current exposure

Rebalancing Options

Pre-approved client rebalance or process to let clients approve every rebalance

Why Growwealth

GROWWEALTH is the perfect solution to address the growing demands for a digital experience across multiple client segments.

Multi-asset, multi-currency, and multi-firm compatible investment platform. Integration is also feasible with all major core banking and wealth management systems used by banks.

Not just another RoboAdviser

We have created a strategy marketplace with multiple strategy providers who warehouse their strategies, for clients of the WeInvest Digital Wealth platform.

Passive Asset Allocation

This portfolio construction blends
the LTCMA methodology with the
core tenet of Markowitz’s risk
based MPT model

Thematic Baskets

Short to mid-term strategies with
quantitative and qualitative
screening

Quantitative Strategies

QVM is our proprietary approach
to systematically benefit from
academically and empirically tested
factors of Quality, Value and
Momentum