Built for: banks, brokers and wealth managers

Meet Charlie.

The Investing AI Agent.

Meet Charlie.

The Investing AI Agent.

Give your clients an entire investing experience, rebuilt from the ground up as a conversational AI agent.

Give your clients an entire investing experience, rebuilt from the ground up as a conversational AI agent.

Portfolio
Kris
+4,368
.67 USD
+4
.27 %
YTD
1D
5D
1M
6M
1Y
5Y
10Y
Morning portfolio briefing
Summarize movers, explain why they moved, and flag anything worth acting on.
When
Weekdays, 09:00
Trigger
Scheduled daily review
This automation is prepared but inactive until you approve it.
Slide to Confirm
EXECUTION
Slide to Confirm
Confirm and route the next recommended action in one swipe.
Cash account
1,345.78 USD
Tesla Motors, Inc
TECHNOLOGY |
351.67 USD
+1.27 %
351.00
YTD
1D
5D
1M
6M
1Y
Portfolio Kris
Good night, Kris
Why up so late - where you looking at the latest news and getting scared?
Ask anything... |
ISO 27001 certified
Top-rated & awarded
Trusted by wealth management leaders.

SpareBank 1

odeabank

CIO GROUP

01 Capabilities

One agent that handles every
investing journey
One agent that handles every investing journey

Not a chatbot widget bolted onto your app. An intelligent experience that connects portfolio context, guided workflows, documents, news, and order execution. So clients move from question to action without ever hitting a dead end.

Portfolio insights made clearer

Charlie understands the investor's full context: holdings, performance, transactions, sector exposure, benchmark comparisons and answers questions with real data. Zero hallucinated figures.

From question to confirmed order

Charlie doesn't just answer questions. When the investor decides to act, Charlie handles the complete order flow: instrument lookup, quantity, order type, compliance checks, confirmation.

Working for you 24/7

Daily morning briefings, portfolio alerts, recurring investment schedules, rebalancing notifications. Charlie automates the touchpoints that keep investors engaged and informed, without your team lifting a finger.

Portfolio insights made clearer

Charlie understands the investor's full context: holdings, performance, transactions, sector exposure, benchmark comparisons and answers questions with real data. Zero hallucinated figures.

From question to confirmed order

Charlie doesn't just answer questions. When the investor decides to act, Charlie handles the complete order flow: instrument lookup, quantity, order type, compliance checks, confirmation.

Working for you 24/7

Daily morning briefings, portfolio alerts, recurring investment schedules, rebalancing notifications. Charlie automates the touchpoints that keep investors engaged and informed, without your team lifting a finger.

Portfolio insights made clearer

Charlie understands the investor's full context: holdings, performance, transactions, sector exposure, benchmark comparisons and answers questions with real data. Zero hallucinated figures.

From question to confirmed order

Charlie doesn't just answer questions. When the investor decides to act, Charlie handles the complete order flow: instrument lookup, quantity, order type, compliance checks, confirmation.

Working for you 24/7

Daily morning briefings, portfolio alerts, recurring investment schedules, rebalancing notifications. Charlie automates the touchpoints that keep investors engaged and informed, without your team lifting a finger.

02

How it works

From conversation to execution.
in one intelligent flow

Understands & Reasons

Charlie knows the full performance context, powered by deterministic code. Zero hallucinated numbers.

Guards

Every input and output passes through compliance guardrails. Advice deflection is built into the architecture, offering a full audit trail.

Acts

Not only answering, but also executing orders. Daily briefings, automated workflows, and notifications shape a complete investing experience.

02

How it works

From conversation to execution.
in one intelligent flow

Understands & Reasons

Charlie knows the full performance context, powered by deterministic code. Zero hallucinated numbers.

Guards

Every input and output passes through compliance guardrails. Advice deflection is built into the architecture, offering a full audit trail.

Acts

Not only answering, but also executing orders. Daily briefings, automated workflows, and notifications shape a complete investing experience.

02

How it works

From conversation to execution. in one intelligent flow

Understands & Reasons

Charlie knows the full performance context, powered by deterministic code. Zero hallucinated numbers.

Guards

Every input and output passes through compliance guardrails. Advice deflection is built into the architecture, offering a full audit trail.

Acts

Not only answering, but also executing orders. Daily briefings, automated workflows, and notifications shape a complete investing experience.

02

How it works

From conversation to execution.
in one intelligent flow

Understands & Reasons

Charlie knows the full performance context, powered by deterministic code. Zero hallucinated numbers.

Guards

Every input and output passes through compliance guardrails. Advice deflection is built into the architecture, offering a full audit trail.

Acts

Not only answering, but also executing orders. Daily briefings, automated workflows, and notifications shape a complete investing experience.

Charlie
Observability
Braintrust, evals, tracing
Tools
Code execution
Your Systems
Core banking, PMS broker, custodian
Compliance
MiFID II, advice deflection, audit
Client Config
Persona, tone, language, topics
Portfolio Data
Holdings, transactions, performance
Market Intelligence
News, data, analyst reports
LLM
Anthropic
Google
OpenAI
Mistral AI
Eight layers of intelligence

A system prompt gives you a chatbot. Charlie is a full-stack AI engine designed for regulated investing.

03 Go live

Connects seamlessly to your stack.
Connects seamlessly to your stack.
Connects seamlessly to your
stack.

Deploy Charlie as an extension of Self Investor or embed it into your existing mobile or web app via SDK, API or MCP. Plug in your LLM of choice. Connect your brokers and custodians. Our team handles the setup.

Deploy Charlie as an extension of Self Investor or embed it into your existing mobile or web app via SDK, API or MCP. Plug in your LLM of choice. Connect your brokers and custodians. Our team handles the setup.

Talk to an expert

Portfolio Kris
Good night, Kris
Why up so late - where you looking at the latest news and getting scared?
Ask anything... |
SDK-ready

Embed Charlie inside your own product, with full control over the interface, flows, and experience.

Configurable styleguide

Adapt the UI to your brand system, tone of voice, and product experience.

API and MCP-ready

Integrate Charlie into your existing systems through APIs or MCP, with full visibility into interactions, behavior, and performance.

Bring your own LLM

Choose the model that fits your compliance, performance, and cost requirements. Swap providers as the market evolves. No rebuild required.

Connect ready-to-use brokers & custodians
Ready-to-use brokers & custodians
We support all cloud service providers

Cloud Infrastructure

04 Compliance

What if it says something
wrong? It can't.

Charlie's compliance layer isn't a disclaimer. It's constitutional guardrails that filter every input and output.

Financial data stays under your control

Charlie runs on your infrastructure, in your cloud subscription. The LLM runs in your environment. No client data is sent to InvestSuite or any third party.

Every interaction is traceable

Full audit trail. Every AI output logged, traceable, and reviewable. Braintrust observability gives your team complete oversight.

Enterprise-level protection & security

ISO 27001 certified. Flexible deployment. Clear permissioning model. Designed for the security review your bank will put it through.

04 Compliance

What if it says something
wrong? It can't.

Charlie's compliance layer isn't a disclaimer. It's constitutional guardrails that filter every input and output.

Financial data stays under your control

Charlie runs on your infrastructure, in your cloud subscription. The LLM runs in your environment. No client data is sent to InvestSuite or any third party.

Every interaction is traceable

Full audit trail. Every AI output logged, traceable, and reviewable. Braintrust observability gives your team complete oversight.

Enterprise-level protection & security

ISO 27001 certified. Flexible deployment. Clear permissioning model. Designed for the security review your bank will put it through.

04 Compliance

What if it says something
wrong? It can't.

Charlie's compliance layer isn't a disclaimer. It's constitutional guardrails that filter every input and output.

Financial data stays under your control

Charlie runs on your infrastructure, in your cloud subscription. The LLM runs in your environment. No client data is sent to InvestSuite or any third party.

Every interaction is traceable

Full audit trail. Every AI output logged, traceable, and reviewable. Braintrust observability gives your team complete oversight.

Enterprise-level protection & security

ISO 27001 certified. Flexible deployment. Clear permissioning model. Designed for the security review your bank will put it through.

05 AI team

Leverage a world-class
team of experts

Talk to an expert

Our quants and wealthtech engineers work as an extension of your product organization, helping you define the right approach, accelerate implementation, and launch with more confidence.

05 AI team

Leverage a world-class
team of experts

Talk to an expert

Our quants and wealthtech engineers work as an extension of your product organization, helping you define the right approach, accelerate implementation, and launch with more confidence.

05 AI team

Leverage a world-class
team of experts

Talk to an expert

Our quants and wealthtech engineers work as an extension of your product organization, helping you define the right approach, accelerate implementation, and launch with more confidence.

Thank you
for your interest!
Thank you for your interest!

Please complete the form below and one of our experts will contact you to make further arrangements.

Looking forward to connect!

FAQ

What is Charlie exactly?
How do we maintain oversight of what Charlie says?
Can Charlie give investment advice?
What data does Charlie connect to?
Is customer data safe?
Can we customise how Charlie behaves?
Does Charlie replace our support team?
How do we see Charlie in action?
What does pricing look like?
What AI models power Charlie?
Can Charlie handle multiple languages?
What happens if Charlie doesn't know the answer?

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Belgium

De Hoorn Sluisstraat 79 3000 Leuven

+32 16 841 940

Open in Google Maps

Switzerland

Rue Caroline 2 1003 Lausanne

+41 79 524 72 37

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Company Info

BTW/TVA: BE0692 527 639 Company number: 0692 527 639

© 2026 InvestSuite. All rights reserved.

Cookie and privacy policy

Terms of use

Get the latest news and updates delivered to your inbox.

Mail us

hello@investsuite.com

Follow us
Information security
Belgium

De Hoorn Sluisstraat 79 3000 Leuven

+32 16 841 940

Open in Google Maps

Switzerland

Rue Caroline 2 1003 Lausanne

+41 79 524 72 37

Open in Google Maps

Company Info

BTW/TVA: BE0692 527 639 Company number: 0692 527 639

© 2026 InvestSuite. All rights reserved.

Cookie and privacy policy

Terms of use

Get the latest news and updates delivered to your inbox.

Mail us

hello@investsuite.com

Follow us
Information security
Belgium

De Hoorn Sluisstraat 79 3000 Leuven

+32 16 841 940

Open in Google Maps

Switzerland

Rue Caroline 2 1003 Lausanne

+41 79 524 72 37

Open in Google Maps

Company Info

BTW/TVA: BE0692 527 639 Company number: 0692 527 639

© 2026 InvestSuite. All rights reserved.

Cookie and privacy policy

Terms of use