A complete, branded investing platform for RIAs

Client app, robo advice, self-directed investing, onboarding, funding, brokerage connectivity and ongoing operation. Packaged by InvestSuite.

Book a demo

See operating model

A complete, branded investing platform for RIAs

Client app, robo advice, self-directed investing, onboarding, funding, brokerage connectivity and ongoing operation. Packaged by InvestSuite.

Book a demo

Download product sheet

A complete, branded investing platform for RIAs

Client app, robo advice, self-directed investing, onboarding, funding, brokerage connectivity and ongoing operation. Packaged by InvestSuite.

Book a demo

Download product sheet

A complete, branded investing platform for RIAs

Client app, robo advice, self-directed investing, onboarding, funding, brokerage connectivity and ongoing operation. Packaged by InvestSuite.

Book a demo

Download product sheet

01

WHY US

Building an investing proposition
shouldn't consume your roadmap.

A custom build means app design, onboarding, funding, broker connectivity, compliance review, market data, support, releases and monitoring. Each part has its own vendor path. Each vendor adds delay.

Custom builds take too long

Internal teams can spend 12-24 months before clients see anything. That is too slow for firms that need a digital investing channel now.

Too many vendors slow the build

Brokerage, KYC, funding, cloud, market data and app development become a procurement project before they become a product.

Clients expect modern investing

Next-generation investors want a branded digital experience. RIAs and community banks need to meet that expectation without becoming software companies.

01

WHY US

Building an investing proposition
shouldn't consume your roadmap.

A custom build means app design, onboarding, funding, broker connectivity, compliance review, market data, support, releases and monitoring. Each part has its own vendor path. Each vendor adds delay.

Custom builds take too long

Internal teams can spend 12-24 months before clients see anything. That is too slow for firms that need a digital investing channel now.

Too many vendors slow the build

Brokerage, KYC, funding, cloud, market data and app development become a procurement project before they become a product.

Clients expect modern investing

Next-generation investors want a branded digital experience. RIAs and community banks need to meet that expectation without becoming software companies.

01

WHY US

Building an investing proposition
shouldn't consume your roadmap.

A custom build means app design, onboarding, funding, broker connectivity, compliance review, market data, support, releases and monitoring. Each part has its own vendor path. Each vendor adds delay.

Custom builds take too long

Internal teams can spend 12-24 months before clients see anything. That is too slow for firms that need a digital investing channel now.

Too many vendors slow the build

Brokerage, KYC, funding, cloud, market data and app development become a procurement project before they become a product.

Clients expect modern investing

Next-generation investors want a branded digital experience. RIAs and community banks need to meet that expectation without becoming software companies.

01

WHY US

Building an investing proposition shouldn't consume your roadmap.

A custom build means app design, onboarding, funding, broker connectivity, compliance review, market data, support, releases and monitoring. Each part has its own vendor path. Each vendor adds delay.

Custom builds take too long

Internal teams can spend 12-24 months before clients see anything. That is too slow for firms that need a digital investing channel now.

Too many vendors slow the build

Brokerage, KYC, funding, cloud, market data and app development become a procurement project before they become a product.

Clients expect modern investing

Next-generation investors want a branded digital experience. RIAs and community banks need to meet that expectation without becoming software companies.

What it is

Invest in a Box is a packaged investing platform for large RIAs and community banks. It gives your clients a modern investing experience while InvestSuite manages the technology, integrations and operation behind it.

How it works

We configure your brand, connect the broker, KYC, funding and data providers, complete review and sign-off, then operate the platform after launch. You keep the relationships that should stay in your name; InvestSuite runs the technology layer.

ISO 27001 certified
Brokerage, KYC, funding and data
Marketing kit included

02 All in one

02 All in one

A complete investing channel.
Not a toolkit.
A complete investing channel. Not a toolkit.

The point is not to hand your team more parts. The point is to remove the build burden and get a working proposition into market.

1
Your branded app

A polished investing experience under your name, on web and mobile.

2
Self-directed investing

Explore markets, follow securities, build portfolios and trade with clarity.

3
Robo advice

Goal-based onboarding, risk profiling, portfolios, rebalancing and monitoring.

4
Onboarding and KYC

Account opening flows designed for regulated financial institutions.

5
Funding flows

Deposits and withdrawals connected into the client journey.

6
Brokerage connectivity

Pre-integrated paths for execution and custody partners.

7
Market data

Quotes, fundamentals, market news, and portfolio insights.

8
Operation

Cloud deployment, releases, integrations, uptime and support.

03 Investment journeys

Self-directed. Robo advisor.
Or both.
Self-directed. Robo advisor. Or both.

Large RIAs and community banks do not all need the same starting point. Two journeys, one platform. Launch one or both.

A. Self-directed investing

For clients who want control.

Designed for clarity.
Perfected by users.

Search securities, review data, follow markets and make investment decisions in a branded experience that feels clear and modern.

B. Robo advice

For clients who want guidance.

Designed for clarity.
Perfected by users.

Guide clients from goals and risk profile to a suitable portfolio, with ongoing monitoring and the option to involve advisors when needed.

04 The 30 days

Kickoff to live
In four clear steps.

Invest in a Box deploys outside your legacy stack, so you are not waiting on IT or a multi-year integration project.


All it takes is just these 4 steps.

Phase 1

Proposition and scope

Confirm market, client journey, investment universe, branding, launch constraints and operating assumptions.

Phase 2

Configure and connect

Set up the app, KYC, funding, brokerage path, market data and cloud environment.

Phase 3

Review and sign-off

Run the client journey, complete internal review, test integrations and prepare the launch package.

Phase 4

Launch and operate

Go live under your brand. InvestSuite runs releases, monitoring, integrations and advanced support.

06 Managed launch model

We coordinate the whole launch.
You keep the client relationship.
We coordinate the whole launch. You keep the client relationship.

You stay in control

The commercial proposition remains yours.

Brand and client relationship
Target market and product scope
Compliance review and approval
Business model and revenue

We do the heavy lifting

InvestSuite manages the platform work.

Configuration and deployment
Integration coordination
Releases and upgrades
Monitoring and L2/L3 support

Partners are pre-integrated

The key rails are designed into the launch path.

Brokerage and custody paths
KYC and account opening
Funding and market data
Cloud deployment options

07 Built for

Large RIAs
that want to go faster.
Large RIAs that want to go faster.

Built for financial institutions that want to launch a modern investing experience without building the full technology stack themselves. InvestSuite provides the app, journeys, integrations and ongoing operation, so your team can move faster with less internal complexity.

1

Large RIAs

Add a branded digital investing channel for next-generation clients without standing up a product, engineering and brokerage-integration team.

2

Community banks and credit unions

Offer investing under your own brand without becoming a brokerage technology company or running a multi-year custom build.

08 Our partners and projects

Already deployed with
regulated financial institutions.
Already deployed with regulated financial institutions.

Banks, credit unions and challengers turn to Self Investor to launch a complete investing experience in a matter of a few months. It helps them keep young investors on board, add investing to the apps they already have and skip the time, cost, and risk of building an entire platform from scratch.

Talk to an expert

“InvestSuite helped CBD launch the first Robo Advisor in the Middle East, as well as a platform for self-directed investors.”

Emile Houvenaghel - Chief Product Officer

09 Commercial model

A predictable platform fee.
No custom-build surprise.
A predictable platform fee. No custom-build surprise.

Launch, Expand, and Tailor scope for Self Investor and/or Robo Advice. Fees are billed annually, and no user fee is charged until the minimum fee is reached.

Talk to an expert

Launch

Core branded Self Investor setup: polished app experience, core investing journeys, US ETF/equity universe, Alpaca connectivity, Azure hosting, OpenID Connect SSO, market data, support, and launch content.

Core product

  • ID Cards
  • Inspiration Pages
  • X-Ray
  • Standalone app or existing app integration

Baseline infrastructure and data

  • Plaid and StripeThird-party vendor contracts required
  • AlpacaThird-party vendor contract required
  • Azure cloud
  • OpenID Connect SSO
  • US geography
  • ETF and equity universe
  • Cboe pricing data
  • Fiscal AI data
  • L2/L3 support and maintenance
  • Brand matching and content pack
  • Financial education

Expand

Includes the full Launch baseline, then adds broader broker optionality, a second region, additional asset classes, multi-cash support, and go-to-market services.

Inherited from Launch

  • US ETF and equity universeAlready included in Launch
  • Alpaca connectivityAlready included in Launch
  • Azure cloud and OpenID Connect SSOAlready included in Launch
  • Core app, market data, support and launch contentAlready included in Launch

Expansion scope

  • Multi-cash accounts
  • Additional broker optionsSaxo, Avaloq or Lemon Markets; third-party vendor contracts required
  • One additional regionEurope or Middle East, for example
  • Additional asset classesMutual funds and crypto
  • Promotional videos
  • Marketing consultancy workshop
  • Charlie AI Agent
  • Fees and pricing consultancy

Tailor

Includes the full Expand scope, then adds custom broker/custody integration, enterprise identity options, global coverage, deployment flexibility, additional data options, and dedicated engineering support.

Inherited from Expand

  • Launch baselineCore app, US ETF/equity, Alpaca, Azure, OpenID Connect SSO, market data and support
  • Expand broker optionsSaxo, Avaloq or Lemon Markets
  • Expand asset scopeMulti-cash, second region, mutual funds and crypto
  • Go-to-market servicesAlready included in Expand

Tailored enterprise scope

  • Custom broker, custody or back-office integrationInvestSuite Professional Services
  • Custom SSO / IdP integrationInvestSuite Professional Services
  • On-premises deployment
  • Global geography
  • Cross-asset universe
  • Additional cloud optionsAWS, GCP, OCI and IBM FS Cloud
  • News data
  • Other data providersThird-party vendor contracts may apply
  • Forward deployed engineering support

Third-party capabilities may require separate vendor contracts.

Custom broker, custom SSO, IdP integration and on-premises deployment are scoped with InvestSuite Professional Services.

Ready to go faster?
Book a demo.
Thank you for your interest!

Tell us a bit about your launch plans. We will walk you through the 30-day path, the pre-integrated providers, and how the operating model works in your cloud environment.

Tell us a bit about your launch plans. We will walk you through the 30-day path, the pre-integrated providers, and how the operating model works in your cloud environment.

FAQ

What is Invest in a Box?
What is included in the platform?
How quickly can we launch?
Which relationships stay in our name?
Who is Invest in a Box built for?
Can we activate trading, robo-advice, or both?
Where is the platform deployed?
What does InvestSuite operate after launch?
Can we use our own brand and app experience?
Is Charlie AI included?
What do we need to provide to start?