Blogs

This blog post explores the importance of client communication during a bear market and how tools like InvestSuite’s StoryTeller, Robo Advisor, and iVaR can support financial advisors in handling investor reactions and risk management proactively and reactively.

We’re proud to announce that InvestSuite has been included on the WealthTech100 list for 2025, an annual ranking published by FinTech Global that recognizes the world’s most innovative technology providers shaping the future of wealth and asset management.

We're thrilled to announce that InvestSuite has been recognized as winner in the "Client Reporting" category at the prestigious WealthBriefing European Awards 2025, hosted by ClearView Financial Media.

We have secured the 8th position on Deloitte's Technology Fast 50 ranking for 2024.

Our "Robo Advice 3.0" whitepaper delves into the evolution of digital wealth management, emphasizing the need for robo-advisors to offer a more personalized and engaging experience.

September marks a pivotal moment in InvestSuite's journey as we proudly announce our recapitalization!