Exhibitor

InvestSuite

4H19

InvestSuite is a B2B-oriented company, founded with the mission of helping financial institutions thrive in an ever-digital world. We understand the latest demands and continuously adapt our solutions to best encompass the needs of our clients. The skills we bring onboard, the products we develop and the tech stack we built are geared to help the most demanding companies quickly enhance their digital product range and stay ahead of the competition.

Our offering? A suite of white-label solutions that helps financial institutions accelerate their digital journey. Our InvestTech solutions range from portfolio construction to investment insights and reporting, and investment platforms. This way we help companies across the globe extend their product range in an agile, fast, and cost-effective way so they can stay ahead of the curve in an increasingly digital world.

In a matter of months, a company can launch its own robo-advisor or cater to self-directed investors by integrating our Investment Platform solution smoothly in their already-existing ecosystem - so there is no need for additional development effort, we have it all ready to go.

The same goes for StoryTeller, a reporting tool that revolutionizes financial performance reporting with just an API call. By implementing it, companies can augment their reporting flows with unique insights and hyper-personalized reporting for increased productivity, client engagement and retention.

Lastly, companies can level up their offerings and customize their wealth services to cater to more customers than ever before by implementing our API-based portfolio construction framework - Portfolio Optimizer.

Our solutions cater to client needs of extending their offering, catering to new customers and increasing client retention and engagement through seamless integration, enterprise-grade security measures, possibility to scale the solutions post integration, all with expert guidance along the way.

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The skills we bring onboard, the products we develop and the tech stack we built are geared to help the most demanding companies quickly enhance their digital product range and stay ahead of the competition.</span></p><p><span style="background-color: transparent; color: rgb(0, 0, 0);">Our offering? A suite of white-label solutions that helps financial institutions accelerate their digital journey. Our InvestTech solutions range from portfolio construction to investment insights and reporting, and investment platforms. This way we help companies across the globe extend their product range in an agile, fast, and cost-effective way so they can stay ahead of the curve in an increasingly digital world.</span></p><p><span style="background-color: transparent; color: rgb(0, 0, 0);">In a matter of months, a company can launch its own robo-advisor or cater to self-directed investors by integrating our Investment Platform solution smoothly in their already-existing ecosystem - so there is no need for additional development effort, we have it all ready to go.</span></p><p><span style="background-color: transparent; color: rgb(0, 0, 0);">The same goes for StoryTeller, a reporting tool that revolutionizes financial performance reporting with just an API call. By implementing it, companies can augment their reporting flows with unique insights and hyper-personalized reporting for increased productivity, client engagement and retention.</span></p><p><span style="background-color: transparent; color: rgb(0, 0, 0);">Lastly, companies can level up their offerings and customize their wealth services to cater to more customers than ever before by implementing our API-based portfolio construction framework - Portfolio Optimizer.</span></p><p><span style="background-color: transparent; color: rgb(0, 0, 0);">Our solutions cater to client needs of extending their offering, catering to new customers and increasing client retention and engagement through seamless integration, enterprise-grade security measures, possibility to scale the solutions post integration, all with expert guidance along the way.</span></p>, company_website=https://www.investsuite.com/, consent=1, exbhitor_id=vqbhm68ksqajksj8oblu, exhibitortype={id=1, name='Exhibitor', order=0, label='Exhibitor'}, hs_child_table_id=0, hs_created_at=1778834499263, hs_deleted_at=0, hs_id=212916272188, hs_initial_published_at=1778834527632, hs_is_edited=false, hs_path=investsuite, hs_published_at=1780673707299, hs_updated_at=1780671545740, hs_updated_by_user_id=1603953, instagram=https://www.instagram.com/investsuite/, linkedin=https://www.linkedin.com/company/investsuite, page_path=investsuite, page_title=INVESTSUITE, primary_countryregion_of_business={id=21, name='Belgium', order=20, label='Belgium'}, product_description_one=<p><span style="background-color: transparent; color: rgb(0, 0, 0);">We help companies launch or upgrade their investment offering with our white-label robo-advisor and investment platform for retail investors by integrating it smoothly in their already-existing ecosystem - so there is no need for additional development effort. 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Products and Services

Products and Services Description
Investment platforms

We help companies launch or upgrade their investment offering with our white-label robo-advisor and investment platform for retail investors by integrating it smoothly in their already-existing ecosystem - so there is no need for additional development effort. In a matter of less than 6 months, they can plug it into their tech stack, making it readily available for their clients.

StoryTeller

StoryTeller is our cutting-edge, narrative-driven reporting tool that revolutionizes financial performance reporting with just an API call. By implementing it, companies can augment their reporting flows with unique insights and hyper-personalized reporting for increased productivity, client engagement and retention.

Portfolio Optimizer

Asset managers can level up their offerings to cater to more customers than ever before by implementing Portfolio Optimizer. This cloud-based portfolio construction framework allows customization at scale using our innovative proprietary risk framework (InvestSuite Value at Risk (iVaR)) to minimize drawdown, boost ESG performance, and offer direct indexing.

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