InvestSuite provides white-label InvestTech modules that integrate with existing financial institution stacks for digital investing and reporting. These solutions allow businesses to cost-effectively expand product offerings with customizable front-ends compatible with any cloud, data provider, or broker/custodian. The company delivers engaging investment platforms, robo-advisory tools, and narrative-driven client reporting to drive growth.
Funding
$20.8M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial institutions face challenges in delivering engaging and personalized digital wealth management experiences to their customers. Traditional investment platforms often lack the flexibility to customize offerings at scale, leading to generic investment advice and limited customer engagement. This can result in missed opportunities for attracting and retaining clients in a competitive market.
Solution
InvestSuite offers a suite of white-label InvestTech solutions designed to enable financial institutions to accelerate their digital wealth transformation. Their cloud-based platform provides tools for portfolio construction, investment insights and reporting, and the creation of customized investment platforms. By utilizing REST APIs, InvestSuite allows for seamless integration with existing systems, enabling rapid deployment of personalized investment experiences. This allows financial institutions to offer tailored investment advice, enhance customer engagement, and stay ahead in the evolving digital wealth management landscape.
Target Audience
InvestSuite primarily targets financial institutions looking to enhance their digital wealth management offerings with customizable and engaging investment solutions.
Features
- Cloud-based portfolio construction framework allowing customization at scale.
- REST APIs compliant with OpenAPI 3.0 specification for easy integration.
- Seamless integration with popular market data providers and core banking systems.
- White-label solutions for investment insights and hyper-personalized reporting.
- Robo-advisor and online investment platform deployment capabilities.
- ISO certified with externally validated policies and procedures, including cyber resilience program and business continuity plan.