Library
In-depth research and expert perspectives on digital wealth management.
Library
In-depth research and expert perspectives on digital wealth management.
Library
In-depth research and expert perspectives on digital wealth management.
Library
In-depth research and expert perspectives on digital wealth management.
Whitepapers
Robo Advisor 3.0
In an age where digital innovation challenges every cornerstone of traditional finance, robo advisory technology promised a revolution that could democratise wealth management and transform the face of private banking. Yet, this anticipated seismic shift has taken a more complex and nuanced trajectory.
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Goal-based investing in the UAE: Key insights from quantitative research
InvestSuite and Franklin Templeton embarked on a research project to uncover the 'whys' and 'hows' of goal-based investing in the UAE. Our mission was clear: to understand what motivates retail investors in this dynamic market and how they envision achieving their investment goals.
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Crypto portfolios beyond indexing and traditional risk measures
Building a portfolio of digital assets can be a complicated task because it’s quite new and different from traditional asset classes. But one thing is certain: approaching digital assets like traditional asset classes is a mistake. So, what’s the secret? We developed a way to intelligently build portfolios of digital assets. And we’ve put it to the test. It works in backtests and it also works in the market. Read the paper to learn more.
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Webinars
InvestSuite x Enqura Webinar: AI at Every Touch Point
AI is becoming a key priority for financial institutions. |
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Turning Data into Dialogue: How StoryTeller Shapes The Future of Client Reporting in the US
Take a look at our exclusive webinar celebrating our US launch of StoryTeller — the narrative-driven investment reporting tool that sparks real conversations between advisors and clients.
Performance reporting hasn't changed much in decades. Static PDFs. Quarterly binders. Charts that tell clients what happened, but rarely why it matters.
StoryTeller changes that.
On Tuesday, May 5, 10 AM EST, InvestSuite brought StoryTeller to the US market, hosting a live webinar to show advisors and asset managers exactly how it works, what it delivers, and why it's different from anything else in your reporting stack.
What you'll see:
A live demo of how StoryTeller automatically turns portfolio data into personalized, compliant client narratives, delivered in video, podcast, PDF or mobile and web-responsive format
How advisors can leverage our AI to receive a tailored talk track ahead of every client meeting, with conversation starters and contextual insights drawn directly from the client's portfolio
How existing clients are using StoryTeller to close the engagement gap with younger investors, deepen existing relationships, and scale reporting without adding headcount
Who should see it:
Advisors, wealth managers, asset managers, and fintech leaders at US financial institutions looking to modernize how they communicate portfolio performance, and strengthen client relationships in the process.
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What if your client portfolio reports could speak?
Take a look at our exclusive webinar showcasing StoryTeller's latest innovation: performance reports that gain voice, transforming into personalized, engaging podcasts. Discover how this tool is revolutionizing the way clients experience and understand their investment performance.
What You'll Learn:
How StoryTeller creates dynamic performance reports that clients actually want to consume
Why personalized podcast reporting might be the missing piece in your client engagement strategy
The technical innovation powering this transformation
Featured Speakers:
Mathieu Hardy, Chief Product Officer at InvestSuite – Who explains the strategic importance of this often overlooked touchpoint and how the podcast enhances client engagement and satisfaction.
Davide Muttoni, Product Engineer – Who gives an insider's look at the technical architecture and AI capabilities that make personalized podcast generation possible. As well as what could be coming next.
Whether you're in wealth management, fintech, or simply curious about the future of client communications, this webinar will show you how audio innovation is reshaping portfolio reporting.
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Slide decks
beating-the-benchmark
In this presentation, we: 1. Explain how iVaR, a fourth generation measure of risk, addresses the shortcomings of traditional risk measures. 2. Elaborate on the importance of ESG for investment managers and how InvestSuite can help in constructing customised ESG scores. 3. Demonstrate how Portfolio Optimizer can create portfolios with improved ESG metrics and at the same time optimise portfolio performance, all while maintaining your investment strategy. 4. provide evidence of the approach via a live demos and different backtests.
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Goal Based Investing - Slide deck
To download the slide deck of our webinar on goal-based investing, please fill in this form.
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Beyond Tracking Error - Slide deck
To download the slide deck of our webinar 'Beyond Tracking Error - a novel approach to benchmark-aware portfolio construction', please fill in this form.
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Blogs
InvestSuite launches first AI agent for personal investment advice
Leuven, 28 September 2026. Leuven-based fintech InvestSuite, a technology company that develops digital investment solutions, is launching Charlie for Advice, the first AI agent for personal investment advice. This allows banks to support more customers without needing an expensive adviser for each one.
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InvestSuite lance le premier agent d’IA pour le conseil personnalisé en investissement
Louvain, le 28 septembre 2026. La fintech louvaniste InvestSuite, une entreprise technologique qui développe des solutions numériques d’investissement, lance Charlie for Advice, le premier agent d’IA pour le conseil personnalisé en investissement. Les banques peuvent ainsi accompagner davantage de clients, sans avoir besoin d’un conseiller coûteux pour chacun d’eux.
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InvestSuite lanceert eerste AI-agent voor persoonlijk beleggingsadvies
Leuven, 28 september 2026. De Leuvense fintech InvestSuite, een technologiebedrijf dat digitale beleggingsoplossingen ontwikkelt, lanceert Charlie for Advice, de eerste AI-agent voor persoonlijk beleggingsadvies. Zo kunnen banken meer klanten begeleiden, zonder dat voor elke klant een dure adviseur nodig is.
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