Discover 4 solutions that will enhance your digital offering
Strengthen your digital growth by modernizing your offering and unlocking new revenue streams. Build on existing expertise and processes, and deliver the next-generation services that will set you ahead of the competition.
Discover 4 solutions that will enhance your digital offering
Strengthen your digital growth by modernizing your offering and unlocking new revenue streams. Build on existing expertise and processes, and deliver the next-generation services that will set you ahead of the competition.
Discover 4 solutions that will enhance your digital offering
Strengthen your digital growth by modernizing your offering and unlocking new revenue streams. Build on existing expertise and processes, and deliver the next-generation services that will set you ahead of the competition.
Discover 4 solutions that will enhance your digital offering
Strengthen your digital growth by modernizing your offering and unlocking new revenue streams. Build on existing expertise and processes, and deliver the next-generation services that will set you ahead of the competition.
As private banks and wealth managers adapt their business models to meet the expectations of younger, digitally-driven clients, they must embrace change while preserving the essence of personalized service that has earned them respect for generations.
Our B2B white-label InvestTech solutions can help you modernize your existing business models and deliver next-generation services to stay ahead as front-runners in the industry.
As private banks and wealth managers adapt their business models to meet the expectations of younger, digitally-driven clients, they must embrace change while preserving the essence of personalized service that has earned them respect for generations.
Our B2B white-label InvestTech solutions can help you modernize your existing business models and deliver next-generation services to stay ahead as front-runners in the industry.
As private banks and wealth managers adapt their business models to meet the expectations of younger, digitally-driven clients, they must embrace change while preserving the essence of personalized service that has earned them respect for generations.
Our B2B white-label InvestTech solutions can help you modernize your existing business models and deliver next-generation services to stay ahead as front-runners in the industry.
Discover new possibilities
Improve client retention
Cater to younger clients with platforms that offers comprehensive information - all digitally.
Strengthen your offering
Modernize your business models and remain profitable.
Save costs
Don’t build a solution from scratch - leverage our expertise and build on your existing expertize and processes.
Discover new possibilities
Improve client retention
Cater to younger clients with platforms that offers comprehensive information - all digitally.
Strengthen your offering
Modernize your business models and remain profitable.
Save costs
Don’t build a solution from scratch - leverage our expertise and build on your existing expertize and processes.
Discover new possibilities
Improve client retention
Cater to younger clients with platforms that offers comprehensive information - all digitally.
Strengthen your offering
Modernize your business models and remain profitable.
Save costs
Don’t build a solution from scratch - leverage our expertise and build on your existing expertize and processes.
Discover new possibilities
Improve client retention
Cater to younger clients with platforms that offers comprehensive information - all digitally.
Strengthen your offering
Modernize your business models and remain profitable.
Save costs
Don’t build a solution from scratch - leverage our expertise and build on your existing expertize and processes.
StoryTeller
A reporting tool that transforms investment reports into engaging stories. It automates portfolio and fund performance explanations, making financial insights clearer for investors.
Increase engagement
Engage your clients with insightful stories on their investment portfolios.
Streamline your process
Prepare personalized reports at scale while saving time, costs and effort.
StoryTeller
A reporting tool that transforms investment reports into engaging stories. It automates portfolio and fund performance explanations, making financial insights clearer for investors.
Increase engagement
Engage your clients with insightful stories on their investment portfolios.
Streamline your process
Prepare personalized reports at scale while saving time, costs and effort.
StoryTeller
A reporting tool that transforms investment reports into engaging stories. It automates portfolio and fund performance explanations, making financial insights clearer for investors.
Increase engagement
Engage your clients with insightful stories on their investment portfolios.
Streamline your process
Prepare personalized reports at scale while saving time, costs and effort.
Self Investor
Expand your reach with our user-friendly investment platform for self-directed investors. Remove entry-level blockers for client acquisition and create possibilities for future upgrades.
Built for wide audiences
A scalable solution for both novice and seasoned traders.
Remarkably intuitive
A user-friendly experience that simplifies investing.
Robo Advisor
Diversify your revenue streams with a low-cost, automated, and user-friendly investing service.
Fast integration
Ready to be embedded in less than 6 months.
Target different investors
Cater to customers who want to start early in life and those with a focus on long-term investing.
Insight APIs
Enhance your customer experience with smart, data-driven investment insights. Guide and inspire users in their investment decisions with our API-enabled solutions.
Decision-making support
Guide and inspire wealth customers in their investment decisions.
Informative insights
Transform fundamental data into actionable insights
Portfolio Optimizer
Complement your core investment strategies with a cloud-based portfolio construction framework that allows customization at scale.
Redefine personalization
Use our proprietary statistical and factor-based risk models or make it truly yours with your own risk models and explicit views on individual or groups of assets.
Drive further contribution
Maximize the probability of further contribution by giving clients a smoother ride.
Self Investor
Expand your reach with our user-friendly investment platform for self-directed investors. Remove entry-level blockers for client acquisition and create possibilities for future upgrades.
Built for wide audiences
A scalable solution for both novice and seasoned traders.
Remarkably intuitive
A user-friendly experience that simplifies investing.
Robo Advisor
Diversify your revenue streams with a low-cost, automated, and user-friendly investing service.
Fast integration
Ready to be embedded in less than 6 months.
Target different investors
Cater to customers who want to start early in life and those with a focus on long-term investing.
Insight APIs
Enhance your customer experience with smart, data-driven investment insights. Guide and inspire users in their investment decisions with our API-enabled solutions.
Decision-making support
Guide and inspire wealth customers in their investment decisions.
Informative insights
Transform fundamental data into actionable insights
Portfolio Optimizer
Complement your core investment strategies with a cloud-based portfolio construction framework that allows customization at scale.
Redefine personalization
Use our proprietary statistical and factor-based risk models or make it truly yours with your own risk models and explicit views on individual or groups of assets.
Drive further contribution
Maximize the probability of further contribution by giving clients a smoother ride.
Self Investor
Expand your reach with our user-friendly investment platform for self-directed investors. Remove entry-level blockers for client acquisition and create possibilities for future upgrades.
Built for wide audiences
A scalable solution for both novice and seasoned traders.
Remarkably intuitive
A user-friendly experience that simplifies investing.
Robo Advisor
Diversify your revenue streams with a low-cost, automated, and user-friendly investing service.
Fast integration
Ready to be embedded in less than 6 months.
Target different investors
Cater to customers who want to start early in life and those with a focus on long-term investing.
Insight APIs
Enhance your customer experience with smart, data-driven investment insights. Guide and inspire users in their investment decisions with our API-enabled solutions.
Decision-making support
Guide and inspire wealth customers in their investment decisions.
Informative insights
Transform fundamental data into actionable insights
Portfolio Optimizer
Complement your core investment strategies with a cloud-based portfolio construction framework that allows customization at scale.
Redefine personalization
Use our proprietary statistical and factor-based risk models or make it truly yours with your own risk models and explicit views on individual or groups of assets.
Drive further contribution
Maximize the probability of further contribution by giving clients a smoother ride.
Why financial leaders trust us.
Seamlessly connected
Broker integrations ready off the shelf with Saxo, DriveWealth, Alpaca, and Avaloq, plus market data from Refinitiv and Saxo.
Offering in-depth API’s
Powerful and comprehensive APIs that enable seamless integration, customization, and scalability for any financial ecosystem.
Based on agnostic architecture
Agnostic by design, InvestSuite’s architecture seamlessly integrates with any system, ensuring flexibility, scalability, and future-proof innovation.
Why financial leaders trust us.
Seamlessly connected
Broker integrations ready off the shelf with Saxo, DriveWealth, Alpaca, and Avaloq, plus market data from Refinitiv and Saxo.
Offering in-depth API’s
Powerful and comprehensive APIs that enable seamless integration, customization, and scalability for any financial ecosystem.
Based on agnostic architecture
Agnostic by design, InvestSuite’s architecture seamlessly integrates with any system, ensuring flexibility, scalability, and future-proof innovation.
Why financial leaders trust us.
Seamlessly connected
Broker integrations ready off the shelf with Saxo, DriveWealth, Alpaca, and Avaloq, plus market data from Refinitiv and Saxo.
Offering in-depth API’s
Powerful and comprehensive APIs that enable seamless integration, customization, and scalability for any financial ecosystem.
Based on agnostic architecture
Agnostic by design, InvestSuite’s architecture seamlessly integrates with any system, ensuring flexibility, scalability, and future-proof innovation.
Why financial leaders trust us.
Seamlessly connected
Broker integrations ready off the shelf with Saxo, DriveWealth, Alpaca, and Avaloq, plus market data from Refinitiv and Saxo.
Offering in-depth API’s
Powerful and comprehensive APIs that enable seamless integration, customization, and scalability for any financial ecosystem.
Based on agnostic architecture
Agnostic by design, InvestSuite’s architecture seamlessly integrates with any system, ensuring flexibility, scalability, and future-proof innovation.
Would you like to know more about our suite of B2B InvestTech solutions?
Get it touch and find out how our solutions can benefit your business.
Would you like to know more about our suite of B2B InvestTech solutions?
Get it touch and find out how our solutions can benefit your business.
Would you like to know more about our suite of B2B InvestTech solutions?
Get it touch and find out how our solutions can benefit your business.
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