Discover 3 solutions that will enhance your offering
Reduce client reporting and research costs and develop a new distribution channel.
Discover 3 solutions that will enhance your offering
Reduce client reporting and research costs and develop a new distribution channel.
Discover 3 solutions that will enhance your offering
Reduce client reporting and research costs and develop a new distribution channel.
Discover 3 solutions that will enhance your offering
Reduce client reporting and research costs and develop a new distribution channel.
Asset Managers play a crucial role in the financial landscape, facing the complex challenge of covering a diverse range of companies while maintaining a balance between breadth and depth of coverage.
Our B2B white-label InvestTech solutions can help you find that balance and stay ahead as front-runners in the industry.
Asset Managers play a crucial role in the financial landscape, facing the complex challenge of covering a diverse range of companies while maintaining a balance between breadth and depth of coverage.
Our B2B white-label InvestTech solutions can help you find that balance and stay ahead as front-runners in the industry.
Asset Managers play a crucial role in the financial landscape, facing the complex challenge of covering a diverse range of companies while maintaining a balance between breadth and depth of coverage.
Our B2B white-label InvestTech solutions can help you find that balance and stay ahead as front-runners in the industry.
Discover new possibilities
Increase team productivity
Our solutions take care of the reporting so you can spend more time building meaningful connections with your clients.
Save costs
Amid increased regulation costs, prioritize professionality and quality - technology can take care of the rest.
Report directly to your clients
Bypass traditional distribution channels, while building client trust.
Discover new possibilities
Increase team productivity
Our solutions take care of the reporting so you can spend more time building meaningful connections with your clients.
Save costs
Amid increased regulation costs, prioritize professionality and quality - technology can take care of the rest.
Report directly to your clients
Bypass traditional distribution channels, while building client trust.
Discover new possibilities
Increase team productivity
Our solutions take care of the reporting so you can spend more time building meaningful connections with your clients.
Save costs
Amid increased regulation costs, prioritize professionality and quality - technology can take care of the rest.
Report directly to your clients
Bypass traditional distribution channels, while building client trust.
Discover new possibilities
Increase team productivity
Our solutions take care of the reporting so you can spend more time building meaningful connections with your clients.
Save costs
Amid increased regulation costs, prioritize professionality and quality - technology can take care of the rest.
Report directly to your clients
Bypass traditional distribution channels, while building client trust.
StoryTeller
A reporting tool that transforms investment reports into engaging stories. It automates fund performance explanations, making financial insights clearer and more engaging for investors.
Increase transparency
Strengthen advisor-client relationships with comprehensive reports.
Streamline your process
Prepare personalized reports at scale while saving time, costs and effort.
StoryTeller
A reporting tool that transforms investment reports into engaging stories. It automates fund performance explanations, making financial insights clearer and more engaging for investors.
Increase transparency
Strengthen advisor-client relationships with comprehensive reports.
Streamline your process
Prepare personalized reports at scale while saving time, costs and effort.
StoryTeller
A reporting tool that transforms investment reports into engaging stories. It automates fund performance explanations, making financial insights clearer and more engaging for investors.
Increase transparency
Strengthen advisor-client relationships with comprehensive reports.
Streamline your process
Prepare personalized reports at scale while saving time, costs and effort.
Robo Advisor
Cross-sell to existing customers and attract new client segments with a low-cost, automated, and user-friendly investing service.
Fast integration
Ready to be embedded in less than 6 months.
Increased AUM
Expand your client base and diversify your revenue streams.
Robo Advisor
Cross-sell to existing customers and attract new client segments with a low-cost, automated, and user-friendly investing service.
Fast integration
Ready to be embedded in less than 6 months.
Increased AUM
Expand your client base and diversify your revenue streams.
Robo Advisor
Cross-sell to existing customers and attract new client segments with a low-cost, automated, and user-friendly investing service.
Fast integration
Ready to be embedded in less than 6 months.
Increased AUM
Expand your client base and diversify your revenue streams.
Portfolio Optimizer
Complement your core investment strategies with a cloud-based portfolio construction framework that allows customization at scale.
Redefine personalization
Use our proprietary statistical and factor-based risk models or make it truly yours with your own risk models and explicit views on individual or groups of assets.
Drive further contribution
Maximize the probability of further contribution by giving clients a smoother ride.
Portfolio Optimizer
Complement your core investment strategies with a cloud-based portfolio construction framework that allows customization at scale.
Redefine personalization
Use our proprietary statistical and factor-based risk models or make it truly yours with your own risk models and explicit views on individual or groups of assets.
Drive further contribution
Maximize the probability of further contribution by giving clients a smoother ride.
Portfolio Optimizer
Complement your core investment strategies with a cloud-based portfolio construction framework that allows customization at scale.
Redefine personalization
Use our proprietary statistical and factor-based risk models or make it truly yours with your own risk models and explicit views on individual or groups of assets.
Drive further contribution
Maximize the probability of further contribution by giving clients a smoother ride.
Why financial leaders trust us.
Seamlessly connected
Broker integrations ready off the shelf with Saxo, DriveWealth, Alpaca, and Avaloq, plus market data from Refinitiv and Saxo.
Offering in-depth API’s
Powerful and comprehensive APIs that enable seamless integration, customization, and scalability for any financial ecosystem.
Based on agnostic architecture
Agnostic by design, InvestSuite’s architecture seamlessly integrates with any system, ensuring flexibility, scalability, and future-proof innovation.
Why financial leaders trust us.
Seamlessly connected
Broker integrations ready off the shelf with Saxo, DriveWealth, Alpaca, and Avaloq, plus market data from Refinitiv and Saxo.
Offering in-depth API’s
Powerful and comprehensive APIs that enable seamless integration, customization, and scalability for any financial ecosystem.
Based on agnostic architecture
Agnostic by design, InvestSuite’s architecture seamlessly integrates with any system, ensuring flexibility, scalability, and future-proof innovation.
Why financial leaders trust us.
Seamlessly connected
Broker integrations ready off the shelf with Saxo, DriveWealth, Alpaca, and Avaloq, plus market data from Refinitiv and Saxo.
Offering in-depth API’s
Powerful and comprehensive APIs that enable seamless integration, customization, and scalability for any financial ecosystem.
Based on agnostic architecture
Agnostic by design, InvestSuite’s architecture seamlessly integrates with any system, ensuring flexibility, scalability, and future-proof innovation.
Would you like to know more about our suite of B2B InvestTech solutions?
Get in touch to find out what our solutions can do for you and your customer!
Would you like to know more about our suite of B2B InvestTech solutions?
Get in touch to find out what our solutions can do for you and your customer!
Would you like to know more about our suite of B2B InvestTech solutions?
Get in touch to find out what our solutions can do for you and your customer!
digital investing and reporting
Robo Advisor 3.0
In an age where digital innovation challenges every cornerstone of traditional finance, robo advisory technology promised a revolution that could democratise wealth management and transform the face of private banking. Yet, this anticipated seismic shift has taken a more complex and nuanced trajectory.
Read more
Assessing the subjective dimensions of risk tolerance
The limited space and time available during the in-app onboarding of clients creates a real challenge for roboadvisors. Collecting objective facts about investors is one thing. Understanding how they feel about risk is something completely different. It requires a scientifically sound methodology combined with an engaging user experience that sets the tone for a long and fruitful relationship.
Read more
Online brokers and robo-advice: a marriage made in heaven?
Most brokers still rely on volatile transaction-related income, which is subject to the whims of the market. Trendy zero-commission schemes constitute another blow to traditional income models. Luckily there is a known path for such players to diversify & secure their revenue sources. In this perspective paper, Investsuite CEO Bart Vanhaeren explores the merits and issues related to adding a robo advisory offer to the product menu.
Read more
digital investing and reporting
Robo Advisor 3.0
In an age where digital innovation challenges every cornerstone of traditional finance, robo advisory technology promised a revolution that could democratise wealth management and transform the face of private banking. Yet, this anticipated seismic shift has taken a more complex and nuanced trajectory.
Read more
Assessing the subjective dimensions of risk tolerance
The limited space and time available during the in-app onboarding of clients creates a real challenge for roboadvisors. Collecting objective facts about investors is one thing. Understanding how they feel about risk is something completely different. It requires a scientifically sound methodology combined with an engaging user experience that sets the tone for a long and fruitful relationship.
Read more
Online brokers and robo-advice: a marriage made in heaven?
Most brokers still rely on volatile transaction-related income, which is subject to the whims of the market. Trendy zero-commission schemes constitute another blow to traditional income models. Luckily there is a known path for such players to diversify & secure their revenue sources. In this perspective paper, Investsuite CEO Bart Vanhaeren explores the merits and issues related to adding a robo advisory offer to the product menu.
Read more
Robo Advisor 3.0
In an age where digital innovation challenges every cornerstone of traditional finance, robo advisory technology promised a revolution that could democratise wealth management and transform the face of private banking. Yet, this anticipated seismic shift has taken a more complex and nuanced trajectory.
Read more
Assessing the subjective dimensions of risk tolerance
The limited space and time available during the in-app onboarding of clients creates a real challenge for roboadvisors. Collecting objective facts about investors is one thing. Understanding how they feel about risk is something completely different. It requires a scientifically sound methodology combined with an engaging user experience that sets the tone for a long and fruitful relationship.
Read more
Online brokers and robo-advice: a marriage made in heaven?
Most brokers still rely on volatile transaction-related income, which is subject to the whims of the market. Trendy zero-commission schemes constitute another blow to traditional income models. Luckily there is a known path for such players to diversify & secure their revenue sources. In this perspective paper, Investsuite CEO Bart Vanhaeren explores the merits and issues related to adding a robo advisory offer to the product menu.