InvestSuite
InvestSuite is a provider of white-label InvestTech solutions, recognized for its innovative offerings in the WealthTech sector and awarded the WealthBriefing Swiss Award 2023.
Services
InvestSuite offers a comprehensive suite of white-label InvestTech solutions designed to meet the needs of various financial institutions. Their services include portfolio construction, investment insights and reporting, and advanced investment platforms. The suite's primary offerings are Robo Advisor, Self Investor, StoryTeller, Portfolio Optimizer, Insight APIs, and Crypto Portfolios. These services are tailored to enhance the investment strategies and operations of clients such as online brokers, challenger banks, retail banks, asset managers, life insurers, private banks, wealth managers, pension funds, and crypto asset managers.
Products
InvestSuite's product lineup includes several innovative solutions aimed at transforming investment management. The Robo Advisor provides automated portfolio management, while Self Investor caters to individual investors seeking more control. StoryTeller offers engagement tools for better client interactions, and Portfolio Optimizer helps in fine-tuning investment portfolios. Insight APIs provide actionable investment data and insights, and Crypto Portfolios enable management of cryptocurrency investments. Each product is designed to integrate seamlessly with existing systems and popular market data and core banking system providers.
Client Sectors
InvestSuite serves a wide array of clients in the financial sector. Their solutions are utilized by online brokers, challenger banks, retail banks, asset managers, life insurers, private banks, wealth managers, pension funds, and crypto asset managers. This diverse client base benefits from InvestSuite's advanced technology and seamless integration capabilities, which help in enhancing the efficiency and effectiveness of their investment operations.
Certifications and Compliance
InvestSuite is ISO certified, indicating adherence to internationally recognized standards for quality and management. The company has established solid cyber resilience and business continuity plans, validated through external audits. All data, functionalities, and application management features offered by InvestSuite are accessible via REST API, compliant with the OpenAPI 3.0 specification. This ensures that their solutions are robust, secure, and compatible with industry best practices.
Industry Recognition
InvestSuite has been recognized for its innovative solutions in the WealthTech sector. In 2020, the company was named one of the world's most innovative solution providers in the WealthTech100. More recently, InvestSuite earned the WealthBriefing Swiss Award in 2023, highlighting their continued excellence and leadership in investment technology. These accolades reflect the company's commitment to advancing the financial industry through cutting-edge technology.