The investment paradoX IS REAL
Every day, asset managers face impossible challenges that shouldn’t exist:
Generate thousands of leads → Convert zero clients
Digitalize and overspend → Stay manual and lose relevance
Attract digital-native investors → Onboard them with paper forms
Meet heavy compliance requirements → Sacrifice operational agility
The Investment Paradox has a solution:
WHAT IS INVEST ON BOX?
InvestOnBox is a digital platform created by Link Consulting built on BankOnBox: internationally recognized technology in the financial sector.
It delivers a cutting-edge digital experience for banks, asset managers, and investment institutions, featuring configurable modules, frictionless customer journeys, and robust security.
Investment institutions need specialized digital solutions that deliver immediate impact while maintaining the highest security standards.
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.
Key Benefits
What makes InvestOnBox the best choice for Investment Services?
Scalability and Operational Efficiency
InvestOnBox
KEY FUNCTIONALITIES
Digital Onboarding with Facial Recognition and OCR
Seamless process with real-time document capture, biometrics, and digital signature. Compatible with identity documents from Portugal, Angola, Cape Verde, and another 200+ countries/territories.
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
Modular administration of user experience, with dashboards and actions adjustable by profile, without IT dependency.
A Comprehensive Investment Solution
Online and mobile channels for investment management:
- New generation investment App
- Responsive web solution
- Mobile-first design philosophy
- Investor-centric solution focused on ease of use
The “face” of your investment platform – entirely customized:
- 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
Security and compliance first
Technological developments responding to investment industry dynamics:
- 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
Compliance & Security Matrix
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
Proven Results
Supported by underlying BankOnBox technology
Invest on Box is ideal for:
- Asset managers (SGOICs, SGFIs)
- Investment banks
- Fund distribution platforms
- Institutions operating with ESG funds, crypto assets, and PEPPs
- Fintechs and challenger banks in digital expansion phase
- Wealth management firms seeking digital transformation
- Financial institutions requiring specialized investment solutions
The Paradox ends here:
Every day you wait, the gap widens.
While you’re reading this, your competitors are either:
- Losing the same leads you are
- Already solving the paradox
Why choose Invest on Box:
- Turn every lead into a conversion opportunity
- Match investor expectations with seamless digital experiences
- Achieve compliance efficiency, not compliance burden
- Transform your cost center into a competitive advantage
The agility of your investment channels impacts your relationship with your clients and your organization’s ability to compete in the modern investment landscape. Those days where investment institutions would take months to implement and maintain complex digital investment platforms with high costs are over.
Your investors want quick access, seamless portfolio management, and comprehensive investment tools. And that’s exactly what InvestOnBox delivers.
Start your InvestOnBox journey today
Start now
Whether you’re beginning your digital advancement journey or looking to accelerate existing initiatives, LINK Consulting brings 25 years of expertise to your unique challenges.
