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Self Investor Self Investor

Self Investor

A white-label execution-only platform for easy investing.

The digital platform self-investors have been waiting for.

Roughly one in five retail investors is deemed to be ‘self-directed’. Not only do they want more control over their investments, but they want to become better investors. As such, they seek inspiration and education.

Novice and seasoned investors alike often lack a robust yet intuitive online investment platform, where they can develop investing skills and build a well-balanced portfolio around their own strategy and personality. A jargon-free platform that guides novice investors through the early days and grows with them as they become more experienced.

A platform that guides investors in the early days and grows with them as they become more experienced.

Key benefits of our self-directed investment platform:

Fast go-to-market

Enhance your digital offering and significantly reduce time-to-market compared to building a proprietary solution from scratch.


Low market entry fee

Replace a large one-off capital expenditure with an operating expense, freeing up capital.


Win clients

  • Retain clients with a low-entry solution.
  • Win back clients that sought online execution elsewhere.
  • Gain new clients with an attractive, appealing platform.

Increase revenue

Activate sleeping savings and earn additional revenue.


Designed to inspire, empower and engage.

Designed to inspire, empower and engage.

Designed to inspire, empower and engage. product image Designed to inspire, empower and engage. product image Designed to inspire, empower and engage. product image
Inspire

Investors can access current investment themes, sample portfolios and strategies, and use snackable content and edutainment to prompt investment ideas.

Empower

Irrespective of experience, investors can plug into detailed analyst recommendations, ratings, watchlists and alerts, plus fundamental and technical analysis.

Engage

The use of ‘social layers’ allows investors to discover popular strategies, access the most traded stocks, and employ peer benchmarking to keep them engaged.

Want to launch your own white-label, execution-only platform for easy investing, in months rather than years?

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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.