The mobile app that delivers a new experience to Wealth Management

THE NEW EASY INVEST FEATURE

BRINGS THE COMPLICATED WORLD OF INVESTMENTS CLOSE TO EVERYONE

This new and exciting feature of our My Wealth mobile app was introduced at the FinovateEurope event in London by our professional team on 14th February. You can learn more about this inspiring feature on this page.

THE 6 SIMPLE STEPS OF EASY INVEST

1. Select your goal!
We all know that it’s easier to plan when having goals. Instead of complicated goal setup processes, we created an easy and simple way of goal selection.
2. Set the amount!
We visualize how users’ investments will potentially increase over the years depending on how much they invest now, helping them make their decision in a subtle way.
3. Choose your risk!
Understanding risk levels might be tough and confusing. We designed a way to make the risk level selection of the investment portfolio a child’s play even for users who have never even heard about investment risk before.
4. Pick what you believe in!
We believe investors can only succeed if they believe in what they invest in. This is why we let users pick topics they like, and we build their portfolio based on these decisions.
5. Review your portfolio!
My Wealth was built around the hybrid advisory concept – we believe in combining the latest technologies with the power of human touch. Easy Invest lets users get a professional second opinion about their new portfolio from their financial advisors before investing.
6. Invest!
By now, we have taken users through all the necessary steps to make them confident about the personalized portfolio we built them. Only one step left: let’s invest and let clients watch their investments sprout.

WANT THIS AWESOME FEATURE FOR YOUR CUSTOMERS?

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