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Retail Banks

Accelerate digital transformation and maintain your competitive edge.

Solutions for retail banks
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Digitalisation is critical for retail banks that want to stay ahead of the competition and respond to newer fintech and challenger entrants.

Savings accounts are becoming less and less profitable as the cost of regulatory capital increases, central bank policy rates decrease and the yield curve flattens further. A possible way to increase profitability and reduce required capital is to move savings into higher margin, off balance sheet investment assets.

Banks are still managing heavy cost structures while an increased regulatory burden and shrinking margins are consuming internal resources. As such, digital solutions have been largely focused on cost control initiatives across sales and operations channels – rather than attracting new clients and stemming the outflow of do-it-yourself investors.

Investuite’s range of next-generation digital tools is changing this. They are helping banks deliver low-cost, white-label digital services to their clients without the need for big investments in proprietary solutions.

Discover our Product Suite

Self Investor

Self Investor is a next-generation, intuitive and easy-to-use digital trading platform that enables retail banks to address client retention and attract new clients.

It enables both first-time and more experienced investors to gather sufficient information and guidance to be able to manage their investment portfolio themselves.

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Self Investor Self Investor


StoryTeller helps investment managers 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. Results are presented in an intuitive, fully personalised and automatically generated report. It is a great way to educate and engage your end investors.

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Robo Advisor

Robo Advisor is a white-label digital wealth management tool that is designed to help banks with moving savings into higher margin investment assets.

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

Self Investor

A next-generation white-label execution-only platform for easy investing. Discover more

Story Teller

A worldwide ‘first’ new way of ‘telling the story’ of retail clients' portfolio performance. Discover more

Robo Advisor

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

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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.