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Solutions for online brokers Solutions for online brokers

Launch new digital savings and investment products to stay ahead.

Solutions for online brokers

Implementing innovative technologies is a convenient way for online brokers to modernise their offering and stay ahead of the competition.

Providing a range of digital investment products creates an opportunity to cross-sell to existing clients and access new client segments.

However, developing new proprietary investment solutions is very time consuming and expensive, especially in a context of fee pressure and high regulatory complexity. This has made it hard for brokers to develop and launch the innovative products they need to thrive in this new reality.

Fortunately, our suite of B2B InvestTech solutions is designed with exactly this in mind.


Story Teller helps brokers explain investment performance to end investors in a fully personalised way, using relatable, understandable language. It analyses the drivers of investment performance and outputs the results in an intuitive, hyper-personalised and automatically generated report.

Robo Advisor

With Robo Advisor, brokers can offer a low-cost digital wealth management service to their retail clients.

As an automated, easy-to-use investment service, it combines intuitive UX/UI, regulatory compliant onboarding, proprietary portfolio construction and rebalancing as well as reporting.

Insight APIs

Enhance your customers’ investing experience by accessing, embedding and surfacing our dedicated suite of unique API-powered insights.

Would you like to know what our suite of B2B InvestTech solutions can do for you and your customers?

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At InvestSuite, we help financial institutions accelerate their digital wealth transformation journey and launch the most engaging investing experiences for their customers.

With our suite of white-label InvestTech solutions, we help our clients extend their product range in an agile, fast and cost-effective way so that they can stay ahead of the curve and thrive in this increasingly digital world.

InvestSuite is a place where bankers, creative designers, imagineers, computer and behavioural scientist work together to create user experiences that open up new markets and drive commercial success for our clients.

We're looking forward to meeting you.