InvestSuite
InvestSuite supplies white label investing technology to banks, brokers, wealth managers, asset managers, private banks and pension funds, letting them launch a digital investment…
Overview
InvestSuite supplies white label investing technology to banks, brokers, wealth managers, asset managers, private banks and pension funds, letting them launch a digital investment proposition in months rather than building one over years. Its suite spans Robo Advisor with a compliant onboarding module and hybrid advised or non advised journeys, Self Investor for execution only platforms, Portfolio Optimizer as an interface driven portfolio construction framework, StoryTeller for performance reporting, and Charlie, a recently launched investment agent, all running on the company's own intelligence platform. StoryTeller is the distinctive piece, generating narratives about performance, transactions, exposures, risk, simulations and sustainability metrics as video, podcasts, interactive graphics or documents, tailored to how much the recipient understands.
Details
Educational listing only. CrackTheDeck does not endorse this product or promise investment results.
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