Library

Online brokers and robo-advice: a marriage made in heaven?

Online brokers and robo-advice: a marriage made in heaven?

Whitepaper

Aug 7, 2020

Library

Online brokers and robo-advice: a marriage made in heaven?

Online brokers and robo-advice: a marriage made in heaven?

Whitepaper

Aug 7, 2020

Library

Online brokers and robo-advice: a marriage made in heaven?

Online brokers and robo-advice: a marriage made in heaven?

Whitepaper

Aug 7, 2020

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.

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At InvestSuite, we empower financial institutions to lead in digital wealth transformation. Our white-label InvestTech solutions enable clients to quickly and cost-effectively expand their product offerings, delivering engaging investing experiences that drive growth in an ever-evolving digital landscape.With a team of experts spanning banking, design, technology, and behavioral science, we craft user experiences that unlock new markets and deliver commercial success. Let’s shape the future of wealth management together.

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Belgium

De Hoorn Sluisstraat 79 3000 Leuven

Switzerland

Rue Caroline 2 1003 Lausanne

Company Info

BTW/TVA: BE0692 527 639 Company number: 0692 527 639

© 2025 InvestSuite. All rights reserved.

Let's talk

At InvestSuite, we empower financial institutions to lead in digital wealth transformation. Our white-label InvestTech solutions enable clients to quickly and cost-effectively expand their product offerings, delivering engaging investing experiences that drive growth in an ever-evolving digital landscape.With a team of experts spanning banking, design, technology, and behavioral science, we craft user experiences that unlock new markets and deliver commercial success. Let’s shape the future of wealth management together.

Get the latest news and updates delivered to your inbox.

Follow us
Information security
Belgium

De Hoorn Sluisstraat 79 3000 Leuven

Switzerland

Rue Caroline 2 1003 Lausanne

Company Info

BTW/TVA: BE0692 527 639 Company number: 0692 527 639

© 2025 InvestSuite. All rights reserved.

Let's talk

At InvestSuite, we empower financial institutions to lead in digital wealth transformation. Our white-label InvestTech solutions enable clients to quickly and cost-effectively expand their product offerings, delivering engaging investing experiences that drive growth in an ever-evolving digital landscape.With a team of experts spanning banking, design, technology, and behavioral science, we craft user experiences that unlock new markets and deliver commercial success. Let’s shape the future of wealth management together.

Get the latest news and updates delivered to your inbox.

Follow us
Information security
Belgium

De Hoorn Sluisstraat 79 3000 Leuven

Switzerland

Rue Caroline 2 1003 Lausanne

Company Info

BTW/TVA: BE0692 527 639 Company number: 0692 527 639

© 2025 InvestSuite. All rights reserved.