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Custom Goals
Members set personal financial goals, from buying a home to funding retirement.
Benefits of Robo Advisory
Platform for Your Firm
Deliver personalized, compliant, and cost‑efficient investing at scale, driving growth, retention, and new revenue.
Actionable Insights
Our data alerts Credit Unions when members reach key milestones-creating qualified, high‑intent leads.
New Revenue
Unlock new income streams by offering access to equities and other investment instruments.
Built‑in Compliance
As a Registered Investment Adviser, Wealthdoor removes compliance guesswork, letting you focus on relationships and growth.
Custom Goals
Members set personal financial goals, from buying a home to funding retirement.
Without digital investing, Financial Institutions lose members, Wealthdoor keeps them engaged with a personalized all‑in‑one app.
GOALS-BASED INVESTING
Empower Your Clients to Achieve Their Goals
Empower your members to set, track, and achieve multiple financial goals all in one place. From buying a home to building an emergency fund or saving for a car, they can create personalized investment plans matched to their timelines. Real‑time indicators like ‘On Track’ or ‘Off Track’ keep them focused, motivated, and moving toward success.
Next-Gen WealthTech for
Financial Instituions
Turn your credit union into an all-in-one wealth hub that keeps savings and investments in one place, attracting younger members, deepening loyalty, and driving new revenue.
Credit Unions | Regional Banks | Asset Managers
Automated Funding
Broker Flexibility
Automated Rebalancing
AI Powered Personalized Insights
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