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.
Do more with InvestSuite?
InvestGlass allows you to instantly connect InvestSuite with 1’000+ apps to automate your work and find productivity super powers.
Here are some creative ways to use InvestSuite with InvestGlass:
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
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
A worldwide ‘first’ new way of ‘telling the story’ of retail clients’ portfolio performance.
- THE REGIME DETECTION ALGORITHM
- A PERFORMANCE DECOMPOSITION ALGORITHM
- THE CONTRIBUTOR SELECTION ALGORITHM
- THE NEWS SELECTION AND AGGREGATION ALGORITHM
- 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).
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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