Stay ahead.
We provide a suite of B2B front-to-middleware digital wealth management solutions to help financial institutions accelerate their digital transformation and deliver engaging investment experiences to their customers.
Discover our white-label solutions
We offer a suite of B2B, front-to-middleware InvestTech solutions.
Investment Platforms
Self Investor
An execution-only platform for easy investing.
Robo Advisor
A platform that lets you win the 'main street' investor.
Portfolio Construction
Portfolio Optimizer
A portfolio construction framework for cost-effective customization at scale.
Investment Insights & Reporting
StoryTeller
On-demand, hyper-personalized and intuitive performance reporting.
Insight APIs
A suite of B2B, API-enabled solutions to guide wealth customers in their investment decisions and bring portfolio reporting to life.
Investment Platforms
Self Investor
An execution-only platform for easy investing.
Robo Advisor
A platform that lets you win the 'main street' investor.
Portfolio Construction
Portfolio Optimizer
A portfolio construction framework for cost-effective customization at scale.
Investment Insights & Reporting
StoryTeller
On-demand, hyper-personalized and intuitive performance reporting.
Insight APIs
A suite of B2B, API-enabled solutions to guide wealth customers in their investment decisions and bring portfolio reporting to life.
Trusted by financial institutions worldwide
From the Middle East to Europe and the US, financial leaders rely on InvestSuite’s innovative solutions to drive their digital transformation.
Trusted by financial institutions worldwide
From the Middle East to Europe and the US, financial leaders rely on InvestSuite’s innovative solutions to drive their digital transformation.
Trusted by financial institutions worldwide
From the Middle East to Europe and the US, financial leaders rely on InvestSuite’s innovative solutions to drive their digital transformation.
Future-proof solutions
Being ahead of your competitors isn't optional—it’s essential. Complement your offering with our B2B solutions and set yourself apart by driving engagement and positioning yourself at the forefront of the market.
Connections in place
Use our Saxo and Refinitiv integrations ready off the shelf and leverage fast connections with DriveWealth, GTN, Alpaca, and Avaloq.
In-depth APIs
Leverage powerful and comprehensive APIs that enable seamless integration, customization, and scalability for any financial ecosystem.
An agnostic architecture
InvestSuite’s architecture seamlessly integrates with any system, ensuring flexibility, scalability, and future-proof innovation.
InvestSuite Imagineering
AI Innovation Lab
Discover our latest AI-powered solutions and advanced concepts that are redefining how financial institutions deliver exceptional investment experiences.
What's everyone reading?
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
What's everyone reading?
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
What's everyone reading?
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
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!