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Investment Insights & Reporting Investment Insights & Reporting

Augment your platform with unique insights and hyper-personalised reporting.

Investment Insights & Reporting

Are you curious about how to keep your customers engaged through their digital wealth journey?

Creating meaningful insights and reports can take hours or even days, but you want to inspire and retain your customers without spending high costs and large amounts of time on the task at hand.

Your customers might need help understanding the financial information they're receiving and could feel overwhelmed by an overload (or lack) of data, making it difficult to reflect on their investments or find inspiration to take on the next investment decision. You want your customers to trust you, and you want to cater to a wider audience of investors, from beginners to experts.

The difference between ordinary and extraordinary, is the little extra.

What if we told you that our Insight APIs and StoryTeller inspire and enable investors to make better investment decisions by providing them with hyper-personalised information and actionable insights?

StoryTeller

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

Insight APIs

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

Are you curious about how to keep your customers engaged through their digital wealth journey? Would you like to augment your platform with unique insights and hyper-personalised reporting.

What's everyone reading?

Let's talk

At InvestSuite, we help financial institutions accelerate their digital wealth transformation journey and launch the most engaging investing experiences for their customers.

With our suite of white-label InvestTech solutions, we help our clients extend their product range in an agile, fast and cost-effective way so that they can stay ahead of the curve and thrive in this increasingly digital world.

InvestSuite is a place where bankers, creative designers, imagineers, computer and behavioural scientist work together to create user experiences that open up new markets and drive commercial success for our clients.

We're looking forward to meeting you.