InvestSuite

Wealthtech as a service. 

InvestSuite helps banks, brokers, wealth managers and other financial institutions in Europe, the Middle East, Asia and the Americas serve their clients better with a suite of modern digital investment solutions.

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InvestGlass allows you to instantly connect InvestSuite with 1’000+ apps to automate your work and find productivity super powers.

Contact InvestSuite

Contact person: Chris Eichhorn

De Hoorn, Sluisstraat 79,
3000 Leuven

Phone : +32 472 705 772
Website : https://www.investsuite.com
Email : hello@investsuite.com

Here are some creative ways to use InvestSuite with InvestGlass:

ROBO ADVISOR

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

InvestSuite Robo Advisor is a state-of-the-art digital end-to-end wealth solution that financial advisors and institutions can offer to their Next Gen Investors.

InvestSuite Robo Advisor is designed as a 3-module solution:

    • MiFID Onboarding Module
    • Fully Customizable Front-End
    • Portfolio Construction Framework

SELF INVESTOR

A next-generation white-label execution-only platform for easy investing.

A new front to middleware online investment solution

With Self Investor, financial institutions can offer their clients a robust and state-of-the-art solution that comes with many benefits:

    • Go to market fast
    • Turn CAPEX to OPEX
    • Retain Clients
    • Increase Revenue
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STORYTELLER

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

  1. THE REGIME DETECTION ALGORITHM
  2. A PERFORMANCE DECOMPOSITION ALGORITHM
  3. THE CONTRIBUTOR SELECTION ALGORITHM
  4. THE NEWS SELECTION AND AGGREGATION ALGORITHM
  5. A VISUALISATION ALGORITHM

StoryTeller allows an easy integration in a financial institution’s own platform through APIs. StoryTeller is available as an integrated or a standalone cloud-based application and it is consistent with proprietary performance calculations and allows a high degree of customisation (front-end) and parametrisation (back-end).

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    PORTFOLIO OPTIMIZER

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

      • Protector: Offers a portfolio loss protection methodology that can be overlaid on any investment strategy.
      • WeightAid: Helps you determine security weights for a self-defined investment universe.
      • Enhance: Helps you construct sub portfolios that complement your core investment strategy.
      • Challenger: Helps you construct an intelligent, customised investment benchmark.

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