Funds People – 8/10/2018

inbestMe Advanced SRI, the first automated SRI portfolio of a Spanish roboadvisor
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inbestMe Advanced SRI, the first automated SRI portfolio of a Spanish roboadvisor

Socially responsible investment (SRI) reaches Spanish roboadvisors thanks to inbestMe.

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Headline image in Funds People on October 8, 2018.

Outstanding

On the other hand, the firm launched InbestMe Plus, which combines automated management with the additional assistance of a certified Personal Financial Manager EFP (European Financial Planner) exclusively for clients with delegated assets of more than 100,000 euros, and for any type of inbestMe wallet (GO, Basic, Dynamic and Advanced).

“We were the first robo-advisor to allow very high customization, offer a personal manager through inbestMe Plus and display portfolios in real time. Now, with inbestMe Advanced SRI, we are advancing in customization, taking into account the values that our clients demand, and at the same time, we democratize our Advanced service, lowering the minimum amount from 50,000 to 15,000 euros”, says the CEO of the company, Jordi Mercader .

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With this news, inbestMe reappeared on Funds People. Thank you very much for the publication!

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First automated and indexed SRI portfolio in Spain

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