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Online Brokers

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

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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

StoryTeller

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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Story Teller

A worldwide ‘first’ new way of ‘telling the story’ of retail clients portfolio performance. View now

Robo Advisor

A low-cost, customisable digital wealth management tool that converts dormant savings into profitable investment assets. View now

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At InvestSuite, we believe the combination of changing customer expectations, technological evolutions and the emerging new ecosystem of financial institutions, fintechs, core banking platform providers and others is creating enormous growth opportunities.

With our suite of white-label solutions we help financial companies extend their product range with next-generation tools, in an agile, fast and cost-effective way. We are a pure B2B wealthtech company with a team of seasoned experts who operate across AI/machine learning, design, human insights and wealth management.

Our shared goal is to create user experiences that open up new markets and drive commercial success for our clients.