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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
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© 2024 by Wealthdoor USA LLC.
By using this Website, you agree to our Terms of Use and Privacy Policy and understand that the information provided herein is strictly for information purposes only. Nothing on this Website is, or should any way be construed as an offer, recommendation, or solicitation to engage, buy and/or sell any financial product or service. Wealthdoor strongly recommends each user of its Website to conduct its own analysis and due diligence, the legislative and regulatory regimes which applies thereto and seek independent professional advice on legal, financial, investment, regulatory and taxation consequences before buying, or selling any financial product. Wealthdoor accepts no liability or responsibility for any information forming part of its Website or for any decision, action or inaction taken or for any loss or liability (business, financial or otherwise) suffered or incurred by any person who places any reliance on the information, content or technology available through this Website. All users of the Website should independently verify any information, data or report obtained through the Website or Wealthdoor platform.