@investsuite.com
We help banks, brokers, wealth managers and other financial institutions in Europe, the Middle East, Asia and the Americas serve their clients better with our suite of modern digital investment solutions.
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About
Description
InvestSuite is a leading brand that specializes in digital wealth transformation for financial institutions. Our goal is to help them stay ahead in the industry by providing innovative and engaging investing experiences for their customers. With our suite of white-label B2B InvestTech solutions, we offer a range of products and services to meet our clients' needs.
Our investment platforms include Robo Advisor, Self Investor, Portfolio Construction, Portfolio Optimizer, iVaR, Enhanced & Direct Indexing, and Crypto Portfolios. These platforms are designed to provide customized investment solutions and optimize portfolio performance. Additionally, we offer Investment Insights & Reporting through our StoryTeller feature, which provides comprehensive reporting for fund fact sheets and portfolio reporting.
Our Insight APIs provide investment decision support and reporting tools to enhance decision-making. We serve various types of financial institutions, including online brokers, challenger banks, retail banks, asset managers, life insurers, private banks & wealth managers, and pension funds. Partnering with InvestSuite allows financial institutions to accelerate their digital transformation journey, access our extensive library of resources, and benefit from our team of experts in banking, design, technology, and mathematics.
Contact us today to learn more and request a demo
Company Type
Privately Held
Company Size
51-200
Year Founded
2018
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