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Solutions

Discover our suite of white-label B2B InvestTech solutions.

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Investment platforms - Robo Advisor - Self Investor
Portfolio Construction - Porfolio Optimizer
Investment Insights & Reporting - StoryTeller
StoryTeller for Fund Fact Sheets
StoryTeller for Portfolio Reporting
- Insight APIs
Investment Decision Support
Investment Reporting
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We help all types of financial institutions accelerate their digital transformation journey and stay ahead.

Online brokers
Challenger banks
Retail banks
Asset Managers
Life Insurers
Private banks & wealth managers
Pension funds
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Our team of bankers, creative designers, imagineers, computer & behavioural scientists and mathematicians help financial institutions stay ahead.



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The unstoppable rise of the digital investor

Self-directed retail trading has been in the hands of online brokers for a long time. There is, however, a significant opportunity for retail banks to offer solutions to self-directed investors, leverage their existing customer base, activate their balance sheets, and avoid losing customers to online brokers.
The unstoppable rise of the digital investor
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Thank you for your interest If the white paper does not open automatically, please click here to see it. Discover our product suite of modular wealthtech solutions:
 

Self Investor

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

Robo Advisor

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

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.

Let's talk!