Wealthtech
as a service.

We help banks, brokers, wealth managers and other financial institutions serve their clients better with our suite of modern digital investment solutions.

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Solutions for you

Connect with Change Today.

Online Brokers Launch new digital savings and investment products to gain a competitive edge Retail Banks Accelerate digital transformation and maintain your competitive edge Private Banks & Wealth Managers Strengthen and grow a traditional business model with digital wealth management Independent Financial Advisors Meet the growing digital expectations of your clients and scale your advisory offering Asset Managers Reduce client reporting and research costs and develop a new distribution channel Challenger Banks Extend your banking offer and boost profitability Pension Funds & Insurance Companies More accurately evaluate investment manager performance and increase client engagement
Our product suite
  • Robo Advisor
  • StoryTeller
  • Portfolio Optimizer
Our product suite

Robo Advisor

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

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Our product suite

Story Teller

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

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StoryTeller StoryTeller
Our product suite

Portfolio Optimizer

The next-generation quant tools that provide cost-effective solutions for more efficient portfolio management.

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Portfolio Optimizer

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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.

Let's get to work