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Solutions for pension funds Solutions for pension funds

More accurately evaluate investment manager performance and increase client engagement.

Solutions for pension funds

Evaluating your investment managers is not always straightforward. Traditional investment benchmarks are often not investable, for example due to liquidity or concentration issues. Furthermore, your internal investment policy may be very specific and not have a corresponding benchmark available.

Even in today’s digital age, retail investors only have limited tools at their disposal to properly monitor the performance of their pension fund investments. Improving interaction and understanding can increase customer satisfaction and encourage retail investors to save more.

Our B2B InvestTech solutions have been designed to help pension funds turn these challenges into new opportunities.


StoryTeller helps pension funds explain investment performance to their end investors in a fully personalised way, using relatable, understandable language.

It analyses the drivers of investment performance and outputs the results in an intuitive, highly personalised and automatically generated report.

Portfolio Optimizer

Portfolio Optimizer consists of a range of quantitative tools that can be used by pension funds to increase their efficiency and reduce costs.

Robo Advisor

Our white-label Robo Advisor that provides goal-based investing with hyper-personalised and purposeful portfolios.

Would you like to know what our suite of B2B InvestTech solutions can do for you and your customers?

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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.