Engage with your customers through an outsourced digital wealth solution
1. About
Birdee is a subsidiary of Gambit based in Luxembourg as a registered asset manager under the monitoring of the CSSF.
The company uses a Wealth as a Service technology to propose a B2C platform
allowing to anyone to invest into a discretionary investment solution from 50 EUR.
Birdee was implemented in 2018 and proposes 5 model portfolio risk levels combined with 5 “flavors”.
- Real Estate
- Bio-tech
- Sustainable Development
- Responsible investment
2. What was the challenge ?
Birdee was, ever since the start, designed because of a desire to democratize discretionary management in order to make it accessible to as many people as possible. Birdee believe that financial performance should not be restricted to experts or the privileged.
Their goal is to help savers to take control of their savings by giving them access to well-explained financial resources, by making the investment experience more fun through a highly rewarded customer experience.
- Offer an alternative to banks for receiving investment advice
- Reduce entry-level by automating advice and reducing its cost
- Provide unique portfolio management expertise that integrated client’s risk perception
3. In a nutshell, Birdee is:
Actually, Birdee has more than :
- 5.000 clients
- 100M€ are managed daily
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4. Engage with your customers through an outsourced digital wealth solution
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Digital regulatory compliant onboarding and administration
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Automatic and personalised wealth management
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A projection and graphic visualization of the expected gains