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When portfolio reporting becomes a differentiator in the execution-only investment market

When portfolio reporting becomes a differentiator in the execution-only investment market

Portfolio reporting presents a unique opportunity for execution-only platforms to differentiate their offering in a way that does not involve lower prices or access to more markets and products. To find out how to turn (what is usually considered) a transactional obligation into a distinctive service feature, we conducted exploratory field research. From in-depth interviews with self-investors in Brussels, Warsaw and Copenhagen we learned that there are five rules of thumb to create truly engaging reports.

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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.