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Investment Reporting Investment Reporting

Investment Reporting

A suite of API-enabled solutions that bring portfolio reporting to life.

These Insight APIs bring portfolio reporting to life in an intuitive, engaging manner.

Past Performance & Attribution API - Performance calculation and attribution for transparency and engagement.

Past Performance & Attribution API calculates the historical return of a portfolio and gives an understandable insight into the drivers of the client’s portfolio.

Analytics on portfolios and ESG performance - Portfolio & ESG Analytics API analyses portfolios and provides a look-through based on sectors, regions and themes.

It stimulates investors to think about their portfolio and find possible improvements.

Monte Carlo API

Simulate long-term performance to educate and inspire.

Monte Carlo API simulates a range of possible future returns for a portfolio, and can incorporate periodic deposits and withdrawals, showing the impact of those transactions. It can also make use of house views on future asset class returns.

Do you want to bring portfolio reporting to life in an intuitive, engaging manner?

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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.