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
Embedded Wealth Management Is Here: What LemFi's Wealth8 Acquisition Means for Banks and RIAs
LemFi's acquisition of Wealth8 shows embedded wealth management has moved from theory to deal flow — here's what it means for banks, RIAs, and wealth managers.
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Robo Advisors Are Becoming Full Lifecycle Wealth Platforms. What It Means for Banks and Wealth Managers?
On June 23, 2026, Wealthfront launched a tax-efficient custodial investing account for children — one of the first automated investing products designed specifically to lower a child's future tax burden through algorithmic Tax-Gain Harvesting. The announcement was modest in press-release terms. Its strategic implications are not.
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The Self-Directed Investor’s Era Has Arrived: What SpaceX's $100 Billion IPO Demand Reveals About the Future of Retail Wealth
When SpaceX's IPO closed last week, retail investors had submitted more than $100 billion in orders — only to receive fractions of the shares they asked for. The demand isn't just a headline. It's a signal about who the wealth management client of 2026 has become, and what wealth platforms need to do about it.
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