We help private banks, wealth managers and universal banks to deliver personalized wealth services by leveraging traditional human expertise with an intuitive and future-proof platform. Whether your organization is just starting out or well-established, our platform is the ideal solution for your needs.
Drive
loyalty
Engage customers with seamless omnichannel experience, end-to-end portfolio management, interactive tools and reporting. Our platform facilitates personalization at every step, from understanding customer preferences to providing personalized investment options and individual communication.
Capture
new market segments
Our wealth management software solutions are designed to enable you to quickly adapt to changing market conditions and seamlessly launch new offerings. Enhance your offer with alternative investments to attract new clients and retain existing ones.
Boost
operational efficiency
Utilize our powerful wealth management solutions to automate workflows, distributions and payments. Reduce time spent on reporting by automatically generating custom reports. Efficiently serve the mass affluent market with a scalable, hybrid advisory model.
“Velmie allowed us to significantly reduce time-to-market when starting a wealth management solution. A huge advantage is the availability of customizations and the API middleware that allows fast connectivity to partner banks.”
Tosin Osunsanya,
Founder, Tappengine
What services you can launch with Velmie
Investment management
Our advances automation, and visibility to investor portfolio enable asset managers to deliver personalized investment solutions and differentiated portfolios that optimise outcomes.
Financial planning
We help our clients deliver integrated financial planning solutions for both hybrid and full advice models, ensuring seamless data flow throughout the advice ecosystem. This enables advisors and end-investors to enjoy an omni-channel experience with personalized planning options.
Family offices
Our platform seamlessly connects high-net-worth investors, advisors, and back-office teams, offering a holistic digital experience throughout the wealth management journey. By integrating sophisticated wealth planning options and a wide range of financial products, we enable wealth teams to develop, deliver, and manage highly personalized solutions for exceptional clients.
Personalized banking
Our highly configurable solutions are 100% API-enabled. Our technology seamlessly integrates with advanced wealth planning options, empowering teams to create, deliver, and manage highly tailored solutions.
Digital trading
Attract tech-savvy, self-directed investors and offer them a top-quality trading experience on a self-investment platform. Enhance your existing customers' engagement with the right tools, retain clients, and boost revenue.
Key Features
1
Personalization
2
Trading & order management
3
Portfolio management
4
Risk management
5
CRM system
6
Compliance reporting
Product Highlights
Enhanced
automation
Integrations with
banking systems
White-label
apps
Fully
supported
Regulatory
compliance
Cloud & On-premises delivery
Customer Stories
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Wealth Management Platform
Advanced wealth management and brokerage platform built with Velmie banking technology.
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