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Self Investor

_ Self Investor

A white-label execution-only platform for easy investing.

The digital platform self-investors have been waiting for.

Roughly one in five retail investors is deemed to be ‘self-directed’. Not only do they want more control over their investments, but they want to become better investors. As such, they seek inspiration and education.

Novice and seasoned investors alike often lack a robust yet intuitive online investment platform, wherein they can develop investing skills and build a well-balanced portfolio around their own strategy and personality. A jargon-free platform that guides novice investors through the early days and grows with them as they become more experienced.

What if these investors could turn to the financial company they already know and trust?

A platform that guides them in the early days and grows with them as they become more experienced.

A platform that guides them in the early days and grows with them as they become more experienced.

A robust and state-of-the-art solution that comes with many benefits:

Fast go-to-market

Enhance your digital offering and significantly reduce time-to-market compared to building a proprietary solution from scratch.


Low market entry fee

Replace a large one-off capital expense with an operating expense, freeing up capital.


Win clients

Retain clients with a low-entry solution. Win back clients that sought online execution elsewhere. Gain new clients with an attractive, appealing platform.


Increase revenue

Activate sleeping savings and earn additional revenue by generating transaction (or other) fees.

Designed to inspire, empower and engage.

Designed to inspire, empower and engage.

Designed to inspire, empower and engage. product image Designed to inspire, empower and engage. product image Designed to inspire, empower and engage. product image
Inspire

Investors can access current investment themes, sample portfolios and strategies, and use snackable content and edutainment to prompt investment ideas.

Empower

Irrespective of experience, investors can plug into detailed analyst recommendations, ratings, watchlists and alerts, plus fundamental and technical analysis.

Engage

The use of ‘social layers’ allows investors to discover popular strategies, access the most traded stocks, and employ peer benchmarking to keep them engaged.

Discover our Product Suite

Robo Advisor

A highly configurable automated investing platform that delivers hyper-personalised portfolios for goal-based investing. Discover more

StoryTeller

On-demand, hyper-personalised and narrative-based portfolio performance reporting. Discover more

Portfolio Optimizer

A cloud-based portfolio construction framework that allows customisation at scale. Discover more

Insight APIs

A suite of API-enabled solutions to guide wealth customers in their investment decisions. Discover more

Let's talk

At InvestSuite, we help financial institutions accelerate their digital wealth transformation journey and launch the most engaging investing experiences for their customers.

With our suite of white-label InvestTech solutions, we help our clients extend their product range in an agile, fast and cost-effective way so that they can stay ahead of the curve and thrive in this increasingly digital world.

InvestSuite is a place where bankers, creative designers, imagineers, computer and behavioural scientist work together to create user experiences that open up new markets and drive commercial success for our clients.

We're looking forward to meeting you.