Charlie is available from April 2, 2026, both as an integrated feature of InvestSuite's Self Investor and as a standalone AI agent deployable within any financial institution's existing investing platform. As of this date, financial institutions interested in deploying Charlie can contact InvestSuite directly to discuss implementation timelines and configuration options.

Behavioral finance has spent decades documenting the cognitive mistakes investors reliably make. The interesting question now is where AI fits in.

How asset managers are losing the distribution battle and what the data says about what comes next.

Robo advisory and self-directed investing don't have to be separate products. Learn how integrated digital wealth experiences reduce attrition, increase engagement, and meet clients where they are.

StoryTeller has been recognized as the winner in the Client Reporting Solution category at the Wealthbriefing Swiss Awards 2026.

Understanding 2026 wealth management trends is vital because the industry is reaching a technological and demographic tipping point. By 2026, the integration of "Agentic AI" and the peak of the "Great Wealth Transfer" will fundamentally alter how advice is delivered and consumed. Firms and investors who fail to adapt to these shifts risk obsolescence.