CREALOGIX Invest

Crealogix provides specialist solutions for Digital Banking and Advisory Management software with a focus on changed customer needs for mobility, security, personalised advice and comprehensive user experience.

CREALOGIX Invest is the family name of our brokerage product which includs the following three products:

CREALOGIX Invest Wealth - An interactive client portal, for the display, aggregation and visualisation of financial health. Aimed at the wealth management, private bank & family office sectors.

CREALOGIX Invest Trader - An intelligent trading portal which provides users (retail, institutional or intermediary) with access to the global markets across any device, at any time.

CREALOGIX Invest Advisory - A self-service robo-advisory tool that provides complete automation of on-boarding, application, provision & execution of advised, discretionary or self-execution models/trading strategies.

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Tags:
brokerage, client portal, Wealth, trading portal, robo-advise, on-boarding

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