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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

  • Editorial Team
  • May 12, 2021
  • 1 minute

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.