Launch new digital savings and investment products to gain a competitive edge.
Implementing innovative technologies is a convenient way for online brokers to modernise their offering and gain an edge over competitors.
Providing a range of digital investment products creates an opportunity to cross-sell to existing clients and access new client segments.
However, developing new proprietary investment solutions is very time consuming and expensive, especially in a context of fee pressure and high regulatory complexity. This has made it hard for brokers to develop and launch these innovative products to spark new growth.
Fortunately, Investuite’s range of intelligent, next-generation digital tools is designed with exactly this in mind.
Discover our Product Suite
StoryTeller
It analyses the drivers of investment performance thanks to state-of-the-art performance attribution and news aggregation algorithms and outputs the results in an intuitive, fully personalised and automatically generated report. It can even make a profile of investor behaviour and give advice on how to become a more effective investor. It is a great way to educate and engage your end investors.
Robo Advisor
As an automated, easy-to-use investment service, it combines intuitive UX/UI, regulatory compliant onboarding, proprietary portfolio construction and rebalancing as well as reporting. It is an API-based, multi-device solution, designed for seamless integration with core banking/back-end systems.
StoryTeller
On-demand, hyper-personalised and narrative-based portfolio performance reporting. Discover more
Robo Advisor
A highly configurable automated investing platform that delivers hyper-personalised portfolios for goal-based investing. Discover more