The platform to offer investments at scale
Launch or upgrade your investment platform with our B2B robo advisor and deliver automated, goal-driven investing at unprecedented scale. Provide personalized portfolios, reduce operational costs, grow your AUM and your business, and appeal to a diverse range of investors.
The platform to offer investments at scale
Launch or upgrade your investment platform with our B2B robo advisor and deliver automated, goal-driven investing at unprecedented scale. Provide personalized portfolios, reduce operational costs, grow your AUM and your business, and appeal to a diverse range of investors.
The platform to offer investments at scale
Launch or upgrade your investment platform with our B2B robo advisor and deliver automated, goal-driven investing at unprecedented scale. Provide personalized portfolios, reduce operational costs, grow your AUM and your business, and appeal to a diverse range of investors.
The platform to offer investments at scale
Launch or upgrade your investment platform with our B2B robo advisor and deliver automated, goal-driven investing at unprecedented scale. Provide personalized portfolios, reduce operational costs, grow your AUM and your business, and appeal to a diverse range of investors.
A B2B solution that helps you win the 'main street' investor
Get to market, fast
A turn-key solution that gets you to market in a fraction of the time and at a fraction of the cost of an in-house build.
Leverage automated investing
Offer automated digital tools that provide a guided, yet personalised and purposeful investing experience.
Discover what's beyond software
Leverage our team and our partner’s expertise in launching digital investing.
A B2B solution that helps you win the 'main street' investor
Get to market, fast
A turn-key solution that gets you to market in a fraction of the time and at a fraction of the cost of an in-house build.
Leverage automated investing
Offer automated digital tools that provide a guided, yet personalised and purposeful investing experience.
Discover what's beyond software
Leverage our team and our partner’s expertise in launching digital investing.
A B2B solution that helps you win the 'main street' investor
Get to market, fast
A turn-key solution that gets you to market in a fraction of the time and at a fraction of the cost of an in-house build.
Leverage automated investing
Offer automated digital tools that provide a guided, yet personalised and purposeful investing experience.
Discover what's beyond software
Leverage our team and our partner’s expertise in launching digital investing.
A B2B solution that helps you win the 'main street' investor
Get to market, fast
A turn-key solution that gets you to market in a fraction of the time and at a fraction of the cost of an in-house build.
Leverage automated investing
Offer automated digital tools that provide a guided, yet personalised and purposeful investing experience.
Discover what's beyond software
Leverage our team and our partner’s expertise in launching digital investing.
Enhance existing services
Complement your advisory services with automated investments. Offer convenience: a digital investment platform that is accessible 24/7 from anywhere - on mobile and web.
Save costs and increase efficiency
Deliver hyper-personalization at scale to customers across the wealth curve (retail, mass, affluent and High Net Worth) and reduce your operational costs, while serving investors quickly, accurately and efficiently.
Grow AUM
Attract new various customer segments and retain loyal clients, ultimately growing your AUM.
Serve hybrid audiences
Apply different service levels of advice and differentiate your investment service between audience segments.
Enhance existing services
Complement your advisory services with automated investments. Offer convenience: a digital investment platform that is accessible 24/7 from anywhere - on mobile and web.
Save costs and increase efficiency
Deliver hyper-personalization at scale to customers across the wealth curve (retail, mass, affluent and High Net Worth) and reduce your operational costs, while serving investors quickly, accurately and efficiently.
Grow AUM
Attract new various customer segments and retain loyal clients, ultimately growing your AUM.
Serve hybrid audiences
Apply different service levels of advice and differentiate your investment service between audience segments.
Enhance existing services
Complement your advisory services with automated investments. Offer convenience: a digital investment platform that is accessible 24/7 from anywhere - on mobile and web.
Save costs and increase efficiency
Deliver hyper-personalization at scale to customers across the wealth curve (retail, mass, affluent and High Net Worth) and reduce your operational costs, while serving investors quickly, accurately and efficiently.
Grow AUM
Attract new various customer segments and retain loyal clients, ultimately growing your AUM.
Serve hybrid audiences
Apply different service levels of advice and differentiate your investment service between audience segments.
Enhance existing services
Complement your advisory services with automated investments. Offer convenience: a digital investment platform that is accessible 24/7 from anywhere - on mobile and web.
Save costs and increase efficiency
Deliver hyper-personalization at scale to customers across the wealth curve (retail, mass, affluent and High Net Worth) and reduce your operational costs, while serving investors quickly, accurately and efficiently.
Grow AUM
Attract new various customer segments and retain loyal clients, ultimately growing your AUM.
Serve hybrid audiences
Apply different service levels of advice and differentiate your investment service between audience segments.
Discovery
The intuitive onboarding experience features powerful re-engagement functionalities. Through personas, customers can first explore the automated investing experience.
Virtual Portfolios allow investors to follow up on a real-time virtual portfolio as if their money was actually invested. Eventually, it converts easily into a real invested portfolio later on.
Discovery
The intuitive onboarding experience features powerful re-engagement functionalities. Through personas, customers can first explore the automated investing experience.
Virtual Portfolios allow investors to follow up on a real-time virtual portfolio as if their money was actually invested. Eventually, it converts easily into a real invested portfolio later on.
Discovery
The intuitive onboarding experience features powerful re-engagement functionalities. Through personas, customers can first explore the automated investing experience.
Virtual Portfolios allow investors to follow up on a real-time virtual portfolio as if their money was actually invested. Eventually, it converts easily into a real invested portfolio later on.
Discovery
The intuitive onboarding experience features powerful re-engagement functionalities. Through personas, customers can first explore the automated investing experience.
Virtual Portfolios allow investors to follow up on a real-time virtual portfolio as if their money was actually invested. Eventually, it converts easily into a real invested portfolio later on.
Set goals, assess preferences and risk tolerance
A dynamic and intuitive step-by-step journey guides investors to set financial goals and saving objectives - assessing their position on the risk spectrum, as well as understanding their specific personal preferences.
Set goals, assess preferences and risk tolerance
A dynamic and intuitive step-by-step journey guides investors to set financial goals and saving objectives - assessing their position on the risk spectrum, as well as understanding their specific personal preferences.
Set goals, assess preferences and risk tolerance
A dynamic and intuitive step-by-step journey guides investors to set financial goals and saving objectives - assessing their position on the risk spectrum, as well as understanding their specific personal preferences.
Personalized portfolios
Create personalized and dynamically rebalanced investment portfolio proposals - per investor and per investor goal - in line with preferences and risk profiles.
All portfolios are configured to ensure compliance with the defined investment policy.
Personalized portfolios
Create personalized and dynamically rebalanced investment portfolio proposals - per investor and per investor goal - in line with preferences and risk profiles.
All portfolios are configured to ensure compliance with the defined investment policy.
Personalized portfolios
Create personalized and dynamically rebalanced investment portfolio proposals - per investor and per investor goal - in line with preferences and risk profiles.
All portfolios are configured to ensure compliance with the defined investment policy.
Personalized portfolios
Create personalized and dynamically rebalanced investment portfolio proposals - per investor and per investor goal - in line with preferences and risk profiles.
All portfolios are configured to ensure compliance with the defined investment policy.
What's everyone reading?
Robo Advisor 3.0
In an age where digital innovation challenges every cornerstone of traditional finance, robo advisory technology promised a revolution that could democratise wealth management and transform the face of private banking. Yet, this anticipated seismic shift has taken a more complex and nuanced trajectory.
Read more
Assessing the subjective dimensions of risk tolerance
The limited space and time available during the in-app onboarding of clients creates a real challenge for roboadvisors. Collecting objective facts about investors is one thing. Understanding how they feel about risk is something completely different. It requires a scientifically sound methodology combined with an engaging user experience that sets the tone for a long and fruitful relationship.
Read more
Online brokers and robo-advice: a marriage made in heaven?
Most brokers still rely on volatile transaction-related income, which is subject to the whims of the market. Trendy zero-commission schemes constitute another blow to traditional income models. Luckily there is a known path for such players to diversify & secure their revenue sources. In this perspective paper, Investsuite CEO Bart Vanhaeren explores the merits and issues related to adding a robo advisory offer to the product menu.
Read more
What's everyone reading?
Robo Advisor 3.0
In an age where digital innovation challenges every cornerstone of traditional finance, robo advisory technology promised a revolution that could democratise wealth management and transform the face of private banking. Yet, this anticipated seismic shift has taken a more complex and nuanced trajectory.
Read more
Assessing the subjective dimensions of risk tolerance
The limited space and time available during the in-app onboarding of clients creates a real challenge for roboadvisors. Collecting objective facts about investors is one thing. Understanding how they feel about risk is something completely different. It requires a scientifically sound methodology combined with an engaging user experience that sets the tone for a long and fruitful relationship.
Read more
Online brokers and robo-advice: a marriage made in heaven?
Most brokers still rely on volatile transaction-related income, which is subject to the whims of the market. Trendy zero-commission schemes constitute another blow to traditional income models. Luckily there is a known path for such players to diversify & secure their revenue sources. In this perspective paper, Investsuite CEO Bart Vanhaeren explores the merits and issues related to adding a robo advisory offer to the product menu.
Read more
What's everyone reading?
Robo Advisor 3.0
In an age where digital innovation challenges every cornerstone of traditional finance, robo advisory technology promised a revolution that could democratise wealth management and transform the face of private banking. Yet, this anticipated seismic shift has taken a more complex and nuanced trajectory.
Read more
Assessing the subjective dimensions of risk tolerance
The limited space and time available during the in-app onboarding of clients creates a real challenge for roboadvisors. Collecting objective facts about investors is one thing. Understanding how they feel about risk is something completely different. It requires a scientifically sound methodology combined with an engaging user experience that sets the tone for a long and fruitful relationship.
Read more
Online brokers and robo-advice: a marriage made in heaven?
Most brokers still rely on volatile transaction-related income, which is subject to the whims of the market. Trendy zero-commission schemes constitute another blow to traditional income models. Luckily there is a known path for such players to diversify & secure their revenue sources. In this perspective paper, Investsuite CEO Bart Vanhaeren explores the merits and issues related to adding a robo advisory offer to the product menu.
Read more
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