WeInvest: Best Personal Finance Disruptor Asia 2017

Fear not: WeInvest is not about to disrupt anyone’s personal finances. Rather, the firm aims to simplify, streamline, and improve the management of funds, allowing clients to consolidate and monitor their financial health – benchmarking their portfolio’s performance against personal goals and keeping within the bounds of risk tolerance profiles.

Offering a smarter investment experience to its clients, WeInvest enables users to consolidate their accounts in a single app, built using proprietary technology that is eons ahead of other offerings. Investors get a bird’s eye view of their portfolio and may instantly identify opportunity whilst receiving timely alerts of potentially dangerous developments that could affect their portfolio. Designed for speed and ease-of-use, WeInvest has stripped out distracting bells and whistles to offer an investment service that is clear-cut, low-cost, and fully transparent.

Based in Singapore, the world’s most dynamic market in which only excellence survives, WeInvest offers a state-of-the art product at an unmatched price level featuring the lowest fees in the market. First-time or novice investors are welcomed and need only answer a few online questions to determine their personal goals and tolerance for risk. Leveraging the power of advanced algorithms, the WeInvest system suggest a number of investment approaches for building and managing a bespoke portfolio.

The CFI.co judging panel commends WeInvest on its innovative yet solid approach to building and managing investment portfolios. The judges agree that WeInvest is a worthy winner of the 2017 Best Personal Finance disruptor Asia Award.