About Invest Suite
Investsuite is a digital investment platform for modern banking. It simplifies the complexity of investing through intuitive design and AI-driven personalization, making investment experiences more accessible to users.
Investsuite is a digital investment platform for modern banking. It simplifies the complexity of investing through intuitive design and AI-driven personalization, making investment experiences more accessible to users. For Heads of Digital Wealth and Bank CTOs, its value lies in enabling faster innovation, allowing traditional institutions to deliver advanced, user-friendly investment experiences without overhauling their core infrastructure. It is a reliable and engaging platform that helps convert passive savers into active, informed investors.
Pros & Cons
- Institutions can buy just the reporting tool or the full investment engine.
- They are a pure technology provider, not a competitor to the banks they serve.
- Financial institutions can launch a full robo-advisor in 3 to 6 months compared to years for in-house builds.
- Not available for individual retail investors directly; you must be a client of a bank that uses Investsuite.
- Cost and complexity are tailored for established financial firms, not small boutique startups.
Features
Key features
Built-in onboarding workflows that ensure all digital investment journeys meet strict regulatory standards.
A next-generation white-label execution-only platform for self-directed traders.
A quant-driven engine using "iVaR" (Investsuite Value at Risk) to create smoother investment journeys by focusing on human-centric risk.
A customizable, goal-based automated investment tool that allows banks to launch digital wealth services in months.
A world-first reporting tool that explains portfolio performance using "human" language and storytelling rather than just dry charts.
Additional features
Designed to handle millions of retail accounts simultaneously.
ISO 27001 certified, ensuring bank-grade data protection.
Provides self-directed investors with insights to make informed decisions.
A proprietary risk metric focusing on the depth and length of drawdowns.
Supports both fully automated and advisor-assisted (hybrid) investment journeys.
Allows prospective clients to track a "paper money" portfolio before committing real funds.
Automated adjustments to keep client portfolios aligned with their target risk profiles.
Fully brandable interface that matches the financial institution’s visual identity.
Tailors portfolios to individual client goals, values, and risk preferences.
Pricing
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to Invest Suite
TradingFront
TradingFront by Tiger Brokers is a modern, cloud-based asset management platform designed to support financial…
MyFIG
MyFIG is a finance management software from Figtech Limited that helps users manage their financial…
LifeCheq Enterprise Platform
LifeCheq Enterprise Platform is a financial planning software from LifeCheq that helps manage personal and…
Spot something wrong or outdated?
Suggest a correction — a reviewer verifies every change.
About Invest Suite
Investsuite is a digital investment platform for modern banking. It simplifies the complexity of investing through intuitive design and AI-driven personalization, making investment experiences more accessible to users.
Invest Suite Details
Invest Suite's In-App Market Place
Does Invest Suite have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£)
Pros & Cons
- Institutions can buy just the reporting tool or the full investment engine.
- They are a pure technology provider, not a competitor to the banks they serve.
- Financial institutions can launch a full robo-advisor in 3 to 6 months compared to years for in-house builds.
- Not available for individual retail investors directly; you must be a client of a bank that uses Investsuite.
- Cost and complexity are tailored for established financial firms, not small boutique startups.
Invest Suite's Support Options
Email Address
hello@investsuite.comContact
+447827255924Documentation
https://www.investsuite.com/insights/whitepapers/Invest Suite's Alternatives
TradingFront
TradingFront by Tiger Brokers is a modern, cloud-based asset management platform designed to support financial…
MyFIG
MyFIG is a finance management software from Figtech Limited that helps users manage their financial…
LifeCheq Enterprise Platform
LifeCheq Enterprise Platform is a financial planning software from LifeCheq that helps manage personal and…
