Innovate. Accelerate. Engage: Our innovative technology and unrivalled expertise combine to fast-track digital banking and wealth management customer engagement.

The CREALOGIX Group is a Swiss Fintech 100 company and is among the global market leaders in digital banking. CREALOGIX develops and implements innovative fintech solutions for the financial institutions of tomorrow. Using digital solutions from CREALOGIX, banks, wealth managers, and other financial institutions can better respond to evolving customer needs in the area of digital transformation, enabling them to hold their grounding a very demanding and dynamic market and remain ahead of their competitors. The group, founded in 1996, has more than 700 employees worldwide.

CREALOGIX Invest for Wealth Management firms combines innovative technology with a wealth of industry expertise to accelerate the digital transformation of investment services. CREALOGIX has 25 years’ experience of providing banks and wealth management companies with innovative technology. That means we can give wealth management firms a competitive edge, help them grow client business and ensure that digital delivers on its promise of driving new and exciting wealth management initiatives. The solution drives innovation throughout the organisation with a digital-first approach that delivers seamless integration between in-person and digital wealth services.

  • Convert digital strategy from reactive to proactive
  • Enable advisors to serve clients better and faster
  • Implement a single platform for desktop and mobile
  • Unify and integrate internal and third-party systems


An estimated 85 per cent of HNWIs (High Net Worth Individuals) demanding more digital interactions with wealth management companies. CREALOGIX delivers proven and robust technology that not only underpins core activities, but also provides a roadmap for digital wealth management transformation—enabling investors to interact how and when they want.

CREALOGIX also delivers innovative solutions for retail, SME and corporate banking and helps financial organisations stay ahead of the curve and address the threat of digital challengers with solutions that boost engagement and deliver efficiencies and commercial growth. Using CREALOGIX technology, wealth and investment management companies and private banks can enhance client loyalty and attract new clients via convenient and differentiated digital services. CREALOGIX solutions provide a single platform that operates across desktop and iOS/Android, providing a seamless and secure client experience layer.