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Streamlined Operations for Scalable Growth
Reduce manual work, centralize operations, and free up time for clients with automated billing, consolidated reporting, and secure document
management, all built to help you scale smarter.
AUTOMATED REVENUE TRACKING
Bill Smarter,
Get Paid Faster
Automate fee calculations for AUM-based or flat-rate billing and gain instant clarity on total earnings across accounts, custodians, and asset classes - so you spend less time on admin and more time with clients.
SECURE & ACCESSIBLE
Organize Every Document Effortlessly
Store, manage, and share important files securely in one place. Integrated search and tagging make it easy to find what you need, when you need it with full compliance controls.
FIRM-WIDE VISIBILITY
All Your Data,
One Clear View
View and analyze performance across clients and accounts with consolidated, customizable reports. Make faster, data-driven strategy decisions without hunting through multiple systems.
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