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Insight APIs

_ Insight APIs

A suite of API-enabled solutions to guide wealth customers in their investment decisions.

A broad suite of unique insights to embed into your customer experience.

End customers rarely get a rich picture of their investments: they either receive limited information or, alternatively, an overload of data, making it difficult to reflect on their investments or find inspiration to take the next investment decision.

Our goal at InvestSuite is to make managing wealth an engaging and immersive experience. We provide a suite of products designed to augment your platform and deliver moments of delight to your customers.

Insight APIs are API-enabled solutions to guide and inspire wealth customers in their investment decisions and bring portfolio reporting to life in an intuitive, engaging manner.

Discover our Product Suite

Robo Advisor

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

Self Investor

A white-label execution-only platform for easy investing. Discover more


On-demand, hyper-personalised and narrative-based portfolio performance reporting. Discover more

Portfolio Optimizer

A cloud-based portfolio construction framework that allows customisation at scale. Discover more