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Independent Financial Advisors

Meet the growing digital expectations of your clients and scale your advisory offering.

Solutions for independent financial advisors
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Clients of independent financial advisors increasingly expect to have access to automated services such as investing & on-demand performance reporting. Providing them with intuitive and empowering online experiences will help them be more efficient in managing their money and ultimately more satisfied as clients.

Launching new digital products is a way to grow assets under management of existing clients as well as a way to gain new clients, however many smaller companies lack the resources & skills to do so. Our suite of digital wealth management products is designed to help independent financial advisors quickly widen their advisory capabilities at an affordable price.

Discover our Product Suite

StoryTeller

StoryTeller helps financial advisors aggregate, calculate and report investment performance to end investors in a fully personalised way, using relatable, understandable language.

It analyses the drivers of investment performance thanks to state-of-the-art performance attribution and news aggregation algorithms and outputs the results in an intuitive, fully personalised and automatically generated report.

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Robo Advisor

Robo Advisor is a white-label digital tool that helps financial advisors offer lower net worth clients a cost-effective alternative to face-to-face advice.

It provides Mifid-compliant onboarding and risk profiling, along with portfolio reporting and rebalancing. It is fully customisable at the front end and can be used with a wide range of investments such as funds, ETFs or direct bond/equity investments. It even provides options for fully personalised portfolio construction.

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Story Teller

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

Robo Advisor

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

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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.