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Client
Engagement
Centralize relationships, onboard clients in minutes, and capture
data that powers smarter advice.
CRM
Smart Relationship
Management
Client records, interactions, tasks, and portfolio notes all tied to real financial data. Enhance contact management, streamline workflows, and improve communication with built-in email, calendar, and task tools for more efficient, compliant, and personalized service.
Digital Onboarding
Onboard in Minutes
Reduce paperwork, speed up transfers, and get clients funding accounts faster with guided e-forms, e-signature, and built-in KYC checks , all powered by multi-custodian integration and an active live task list for faster onboarding.
Financial Planning
Data-Driven
Personalization at Scale
Capture client goals, financials, holdings, and preferences through customizable risk assessments to automate accurate portfolio building and deliver personalization at scale.
FAQ
InvestSuite is a B2B company on a mission to democratize investing in an ever-digital world. Since 2018, we've been providing financial institutions with white-label, cutting-edge InvestTech solutions to make investment simple, accessible, and engaging for all. By prioritizing personalization and customer experience, we help our clients deliver their products in an agile and cost-effective way so they can be one step ahead of the curve.
InvestSuite is a B2B(Business-to-Buisiness) company, as well as a B2B2C (Business-to-Buisiness-to-Customer).
We offer financial institutions the possibility to integrate our suite of white label solutions to accelerate their digital transformation.
Depending on their needs, they can choose to integrate one or more of our solutions.
In just months, companies can launch a robo-advisor or self-directed investment platform with Robo Advisor and Self Investor. StoryTeller enhances engagement with insights and personalized reporting, while Portfolio Optimizer enables scalable, API-driven wealth services. The tools are ready—just integrate and unlock new possibilities.InvestSuite offers white-label solutions for: investment platforms, portfolio construction, investment insights and reporting.
In a matter of months, a company can launch its own robo-advisor or investment platform for self-directed investors with our Robo Advisor and Self Investor.
With StoryTeller, they can opt to augment their platforms with unique insights and hyper-personalized reporting for increased client engagement and retention. Lastly, companies can level up their offerings and personalize their wealth services to cater to more customers than ever before by implementing our API-based portfolio construction framework - Portfolio Optimizer.We have developed our solutions in such a way that you have to only integrate it in your own systems without any additional costs or extra development.
No, it is not necessary to have a full-fledged IT team at your end. However, it is preferable to have a robust understanding of your processes and how to better connect our solutions to them.
To schedule a demo meeting or a quick get-to-know meeting, simply visit our contact page where you will fill in a form with your details and our representative will reach out shortly.
For a demo meeting, simply press the 'Request demo' button