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Online Brokers

Launch new digital savings and investment products to gain a competitive edge.

Solutions for online brokers
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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


Story Teller helps brokers explain investment performance to end investors in a fully personalised way, using relatable, understandable language.

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.

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Robo Advisor

With Robo Advisor, brokers can now offer a low-cost digital wealth management service to their retail clients.

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.

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Robo Advisor Robo Advisor


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

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.