InvestOnBox
Your Digital Investment Platform
Simple, fast and cost-effective Digital Investment Platform for the Financial Future. Ready to use. Fast to implement. Built to scale. Turn your digital leads into actual clients.
The investment paradox is real.
Every day, asset managers face impossible challenges that should not exist: generating thousands of leads and converting zero clients, digitalizing and overspending while staying manual, attracting digital-native investors and onboarding them with paper forms, and meeting heavy compliance requirements while sacrificing operational agility.
InvestOnBox is the plug-in, low-code digital platform designed to transform your investment services, with speed, low investment, and total focus on investor experience.
200
Compatible with identity documents from Portugal, Angola, Cape Verde, and more than 200 countries and territories through digital onboarding with facial recognition and OCR.
Rapid Implementation
Ready-to-use interface, highly customizable with low coding requirements.
Scalability and Operational Efficiency
Automate processes, reduce costs, and gain agility with API-based architecture.
Mobile-First User Experience
Hybrid apps, biometric authentication, and intuitive interfaces.
Proven Security
Multi-factor authentication, PSD2/SCA compliance, and frequent penetration testing.
Advanced Core System Integration
Direct back-office integrations and Open Banking support.
Investment Control
Integrated financial products marketplace with My Portfolio visualization.
A Link Consulting platform on BankOnBox, delivering fast, low-cost, investor-focused services.
FEATURES
Key Functionalities
- Digital Onboarding with Facial Recognition and OCR
- Real-time document capture, biometrics, and digital signature
- Financial Products Marketplace
- Customizable catalogue with proprietary and partner products
- Simple subscription journey with investment history and CRM integration
- Security & Compliance: GDPR, PSD2/SCA, KYC, and AML compliance
- Continuous AML monitoring on sanctions lists and PEPs (optional)
- No-Code Personalization with dashboards and actions adjustable by profile, without IT dependency
A Comprehensive Investment Solution
- New generation investment App
- Responsive web solution
- Mobile-first design philosophy
- Investor-centric solution focused on ease of use
- Look & feel customized to your institution’s branding
- Out-of-the-box investment features with modular and customized choice
- Flexible organization of portfolios, favorites, and frequent operations
- Dynamic content management for investment products
Secure, compliant, scalable plug-in architecture for investment services.
TECHNOLOGY
Security and compliance first
- Digital onboarding and remote product selling with Video ID and Live ID
- Strong Customer Authentication (SCA) with biometric authentication
- 2FA / Secure message centre enabling communication channels between institution and investor
- Robust security compliant with all market standards
- Transaction auditing and back-office analytics for investment operations
An agile and robust architecture in a plug-in model
- Structured modular architecture with plug-in logic specifically for investment services
- Resilience and scalability for high-volume investment transactions
- Stage model of integration with core applications adjusted to API availability
- Specialized modules for portfolio management and investment analytics
- Built on BankOnBox: internationally recognized technology in the financial sector
- Direct back-office integrations and Open Banking support
