Inveert
Financial Services - Seville, Andalusia, Spain
Inveert Employees
Inveert Senior Management
Inveert Details
We redesign financial advisory and adapt it to retail customer needs, so saving and investing becomes a satisfactory experience and they achieve their financial goals, making the most of their money.This enables financial institutions to offer a hyper-personalized service to each client and build trust with the recommendation or financial products.Before investing, we put in the user's hands a very simple financial planning tool, so that he defines his initial situation and life financial objectives. With this information, Inveert generates a personalized savings and investment proposal, which helps visualize that by investing an acceptable amount each month, you have a + 80% probability of achieving the goals.Once you start saving and investing, our algorithm tracks the evolution of investments with respect to the selected objectives. If applicable, the proposal will be modified to guarantee the probability of achieving them. In addition, the user can update his family situation, his financial situation and/or the goals, and Inveert will update the saving and investment proposal automatically, in order to adapt to the new circumstance.
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