For wealth management and digital advisory.
Leverage our API to deliver wealth management services directly to your clients.
Your all-in-one wealth management solution
Customer Onboarding
Compliant KYC, Legitimation and Account Opening in no time.
Transactions
Seamless management of all related transactions.
Digital Advisory
Automated portfolio construction that matches your product strategies and your clients' individual needs.
Fee Collection
Your services offer significant value to your clients. Our API is designed to aggregate your service fees efficiently.
Wealth Management
Rebalancing, lifecycle management, tax optimization and portfolio management.
Custody
Full integration of custody services.
Empowering your clients with exceptional features
Customize and enhance your offering by seamlessly integrating the most desired wealth management features your clients seek.
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Our license got you covered
Being officially licensed under § 15 WpIG (German Securities Institute Act) and supervised by BaFin, the Federal Financial Supervisory Authority, provides a strong foundation of trust and reliability.
Licensing Framework: By using the API, partner services can be offered within our regulatory licensing framework.
Risk Reduction: The risk of regulatory violations is reduced, as compliance is covered by the our license framework.
No Own License Required: As our partner, you might not need your own regulatory license, greatly simplifying your path to market entry and streamlining your operations.
Cost Savings: The costs and effort of acquiring and maintaining a separate license are eliminated.
Some of our success stories
We are eager to learn about your project
Our API consolidates our expertise as a professional asset manager with digital wealth management in the form of an efficient financial solution interface.
Contact: tech@evergreen.de
