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Wealthtech
as a service.

We help banks, brokers, wealth managers and other financial institutions serve their clients better with our suite of modern digital investment solutions.

Our product suite
  • Robo Advisor
  • StoryTeller
  • Portfolio Optimizer
Our product suite

Robo Advisor

A low-cost, customisable digital wealth management tool that converts dormant savings into profitable investment assets.

Our product suite

Story Teller

A worldwide ‘first’ new way of ‘telling the story’ of retail clients portfolio performance.

StoryTeller StoryTeller
Our product suite

Portfolio Optimizer

The next-generation quant tools that provide cost-effective solutions for more efficient portfolio management.

Portfolio Optimizer

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At InvestSuite, we believe the combination of changing customer expectations, technological evolutions and the emerging new ecosystem of financial institutions, fintechs, core banking platform providers and others is creating enormous growth opportunities.

With our suite of white-label solutions we help financial companies extend their product range with next-generation tools, in an agile, fast and cost-effective way. We are a pure B2B wealthtech company with a team of seasoned experts who operate across AI/machine learning, design, human insights and wealth management.

Our shared goal is to create user experiences that open up new markets and drive commercial success for our clients.