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Digital Investments

Ready-to-go wealth management digital platforms for financial companies

VirtualB offer white-label and modular digital solutions for banks, asset management and insurance companies.

Modern digital investment products need to be lean and empowering, and UX must be designed with a customer centric approach, so that clients get the best outcomes and experiences. VirtualB has been offering digital investment solutions to retail clients since 2011, providing white-label platforms for automated advice and investment management solutions. VirtualB owns a state-of-the art financial technology that is modular and highly customizable, and fits different business models and product needs, including ETFs, mutual funds, stocks and bonds, up to life-insurance products. Our solutions can be delivered through APIs, minimizing costs and time-to-market while respecting Mifid 2, and the highest standard of security and data protection.

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Our modules for digital investments

We created a smart customer journey based on data and concrete KPIs

Risk profiling engine
Portfolio check-up
Financial advisory engine
Asset allocation
Risk analytics and simulations
UX studies and optimization
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