Investum started with the idea that a technology-driven managed accounts’ service could operate with significantly less overhead and make the life of financial advisers and portfolio managers much easier.
So we unpacked the current offerings, being wraps or specialists managed account providers, and we built what these services should be from the ground up. In the process,
- we cut out the fat that makes the incumbents’ services costly — large salaries, outdated technology and manual work arounds
- we focussed on the user, you, and built a service that really makes your life easier and help your clients achieve better outcomes.
We will tirelessly use state-of-the art technology and user experience design to ensure the management of your clients’ portfolios gets easier every day and that you can repeatedly improve the quality of your services to your clients.