Skip to content
English
Contact us
video poster image

Your Strategic Partner in
Wealth Management

Accelerate digital onboarding, scale regional growth, and build lasting trust
 on a wealth platform designed for Middle Eastern clients and global ambitions.
 
 
Let's discuss how we can help your firm scale personalized investing.
Talk to a Wealth Expert

Why Top Lending Institutions Choose CREALOGIX

 

CREALOGIX empowers leading financial institutions in the Middle East with a modular, Sharia-compliant wealth platform that delivers real results. Backed by Vencora (Volaris Group/Constellation Software Inc.), one of the top 5 global IT ecosystems, our solutions accelerate onboarding, reduce operational costs, and enhance client engagement proven by global leaders, some of which, saw a 30% boost in engagement and 40% gain in efficiency. With more than 10 years of experience and a customer-first approach, we help banks scale personalized advisory and grow AUM faster, smarter, and fully aligned with regional needs.

What sets us apart

mujer-joven-con-portatil-mientras-esta-sentado-en-el-sofa

Growth-Ready

Why it Matters: Modular architecture supports expansion without increasing cost or headcount.

Solution: Ideal for growing AUM or launching products without major rework.

Market Validation: Generated 2x in assets and 81% in profits—fully digital.
freepik__the-style-is-candid-image-photography-with-natural__99963

Client Engagement

Why it Matters: Personalization that drives loyalty.

Solution: Built‑in risk profiling and tailored recommendations.

Market Validation: Attained a +15% retention and +10% revenue increase.
 
emprendedor-transfiriendo-dinero-en-linea-usando-su-tarjeta-de-credito-y-su-pc

Adoption & Scale

Why it Matters: Scaling digital wealth is costly and slow.

Solution: Modular platform with mobile‑first client journeys.

Market Validation: Improved client adoption rate by 60% in year one.
Wealth Advisor Image

Built for Advisors

Why it Matters: Empowers Advisors by reducing administrative loads and enabling high-value interactions.

Solution: Automated reporting, workflows, single data view.

Market Validation: Facilitated 40% less manual work; +30% engagement rates.
 
un-hombre-con-ropa-tradicional-usando-una-tableta-en-un-edificio-de-oficinas-moderno

Trusted Communications

Why it Matters: Fragmented channels erode client trust.

Solution: Secure portal, real‑time dashboards, push alerts.

Market Validation: Achieved +20% client trust and $2M annual savings.
 
profesionales-mujeres-trabajando-en-documentos

Onboarding

Why it Matters: Slow and manual onboarding hurts acquisition.

Solution: Digital onboarding with eKYC and automated compliance.

Market Validation: Enabled 50% faster onboarding, faster acquisition rates, improved customer satisfaction.

Challenges We Solve

What's holding back wealth engagement?
We know the roadblocks. You’ve told us – and we’ve built around them:
Customer on Tablet Image-2
  • Manual onboarding, document handling, and compliance delays
  • Fragmented channels and low personalization
  • Inaccessible real-time data or insights
  • High advisor workload with low automation
  • Slow onboarding and low personalization reduce HNW client engagement
BENEFITS & CAPABILITIES

Here's how we solve those Challenges

CREALOGIX Digital Wealth Management enables configurable risk questionnaires, real-time dashboards, robo-advisory flows, push alerts, portfolio aggregation, secure messaging, and advisor tools — all integrated with core systems or Open Banking. Clients stay informed, advisors stay productive. 

  • 50% faster onboarding with eKYC + digital workflows
  • +30% digital engagement via mobile dashboards
  • Reduced advisor workload through automation
  • Higher AUM growth from risk-based, segmented proposals
  • ESG and Sharia-compliant investment logic
Wealth Benefits Image_REV
SEE IT IN ACTION
 

End-to-End Digital Wealth Experience

From onboarding to advisory, CREALOGIX supports the full digital wealth journey.
 
 
 
 
 
Digital Onboarding
 
 
Seamless eKYC, document upload, and compliance — all digitized for a faster, secure start.
 
 
Risk Profiling
 
 
Clients complete a guided questionnaire that enables personalized portfolio setup aligned with their goals and risk appetite.
 
 
 
Portfolio Dashboard
 
 
Real-time portfolio tracking, insights, and performance visualization — accessible anytime, from any device.
 
 
Advisor Engagement
 
 
Advisors connect with clients through secure messaging, video, and real-time insights for high-value, human interaction.
 
 
 
Smart Reporting
 
 
Clients receive digital statements, performance updates, and downloadable reports — automated and accessible on demand.
 
 
Automation
 
 
Supports the client in t he automatic processing of various requests. Supports consultants with concierge support.

Results That Matter

81
%
customer profit growth in one year
2
x
asset growth with no added branches
50
%
faster onboarding 

CREALOGIX Wealth Management  What you need to know

 

Frequently Asked Questions:

How quickly can we go live with CREALOGIX Wealth Management solutions?

We've launched digital wealth platforms in the Middle East in as little as 3-6 months, using a phased rollout tailored to your priorities.

What makes CREALOGIX different from other digital wealth vendors?

We're already deployed with leading Middle Eastern institutions. Our configurable, region-tested solutions are backed by Constellation Software, a $6B global ecosystem.

Can we integrate CREALOGIX with our core banking and CRM systems?

Yes. Our platform supports open APIs and third-party integrations, including CRM, KYC, and data providers.

Is your platform compliant with Sharia and GCC regulations?

Yes, CREALOGIX supports Sharia-compliant investing and fully adheres to the regulatory and compliance standards set by financial authorities across the Middle East.

How does CREALOGIX support our relationship managers and advisors?

Tools like advisor dashboards, risk profiling, and real-time insights help RMs focus on high-value engagement.

How do you ensure ongoing innovation - especially with AI?

As AI continues to evolve, CREALOGIX is committed to looking into integrating future AI capabilities where they make the most sense  — in ways that are secure, client-specific, and proven to enhance the digital wealth experience.

Ready to Scale Personalized Wealth?

Let's talk about how you can achieve digital excellence in your wealth initiatives.
Talk to a Wealth Management Expert