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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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Fundstore

Part of Banca Ifigest SpA business group, Fundstore runs Ifigest online retail operations. Acting as an italian mutual funds supermarket and distributing more than 5,000 different funds, it is currently the largest italian marketplace in this sector.We have created and managed on a daily basis (including periodic rebalancing) 4 different portfolios, any of which is divided in 4 sub-portfolios (according to risk profile and time horizon).

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