Wealthtech
The next generation, white-label wealthtech your business needs to delight current investors and attract new customers.
An advantage for your business
Fastest go-to-market
Reduce time-to-market compared to building a proprietary solution from scratch. Enhance your digital presence in record time just by publishing your API.
Turn CAPEX into OPEX
Release capital expenses into operational expenses that bring clear impact to your business.
Acquire and convert more
Deliver a low-entry solution to new customers, and delight current customers with state-of-the-art digital experiences.
Main features
Portfolio Analysis
Analyze several portfolios simultaneously and check overall performance
On/off modules
Turn on new packages to upscale customers, or disable others at your will
Advice
Advisor contact and recommendations for best investment calls
Secure operations
Payments, transfers and investment operations with highest security standards
Digital onboarding
Acquire and introduce new customers to your business in minutes via a zero-paper process
Up-sell y cross-sell
Promote and upscale customers' value by pushing products and improvements at the right time
Insights and analysis
Deliver relevant insights so that your customers make better decisions
Secure operations
Payments, transfers and investment operations with highest security standards
Wealthtech in action
Tressis, a leading wealth management firm in Spain, partnered with b·neo to renew their app and provide their customers with a better, more holistic tool to interact with their investments.
In-detail analysis and profitability monitoring of multiple portfolios
Customized, connected to client's API and launched in record time
Happier customers that drive digital NPS up
Check out other b·neo products
PSD2 connection to the whole financial network of your customer
Create your own banking environment with cards and ES IBAN
3 ways to integrate into your business
New standalone app
Refresh your digital presence with a brand-new application to delight customers and attract new ones
1
New standalone app
Refresh your digital presence with a brand-new application to delight customers and attract new ones
App-in-app
Leverage a quick uptacke and acquisition to new services by embedding b·neo into your current app
2
App-in-app
Leverage a quick uptacke and acquisition to new services by embedding b·neo into your current app
New functionality
Deliver new functionalities totally integrated into your current stack
3
New functionality
Deliver new functionalities totally integrated into your current stack
6 reasons why
Modular architecture
We offer an architecture made up of modules to cover all your needs at your own pace.
The best fintech portfolio
We connect you to the best, always-updated, tech portfolio on the market.
PSD2, MiFid2 Compliance
Our solutions are regulatory compliant so you can operate worry-free.
Full integrability
We integrate bneo into your own tech stack, without overburning your internal capacity.
EU and LATAM scale
Functional solutions in Europe and LATAM for you to reach new markets rapidly.
Industry experts
Count on expert developers, architects, and designers during our partnership.