Your wealthtech partner
Inveert´s digital platform empowers end-customers to set up their financial goals, current situation and risk profile
Personalized investment proposal
Our algorithm builds up a goal-based investment proposal with a >80% probabilities of accomplishment by allocating client risk profile according to goals time horizon. Client is informed how much to contribute each month and is recommended the most suitable financial product for each goal
Our algorithm tracks the evolution of every goal and continuously calculates how to improve the probabilities of accomplishment. On top of that, clients can customize their financial plan at any given time, so the investment proposal adapts to personal, financial and/or goal changes.