Audience

Banks, brokers, wealth managers and other financial institutions looking for a digital investment solution

About InvestSuite

We strongly believe that cooperation between traditional financial institutions and fintechs generates mutual benefit. Both have advantages and aspirations that are complementary, making it worthwhile to form partnerships. Providing a range of digital investment products creates an opportunity to cross-sell to existing clients and access new client segments. However, developing new proprietary investment solutions is very time consuming and expensive, especially in a context of fee pressure and high regulatory complexity. This has made it hard for brokers to develop and launch these innovative products to spark new growth. Most wealth managers are proud of their existing investment approach and expertise. Yet costs and margins are under severe downwards pressure, which is driving the industry-wide challenge to systematically transform and modernize existing business models to remain profitable.

Integrations

API:
Yes, InvestSuite offers API access
No integrations listed.

Ratings/Reviews

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ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

InvestSuite
Founded: 2018
Belgium
www.investsuite.com

Videos and Screen Captures

InvestSuite Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online

InvestSuite Frequently Asked Questions

Q: What kinds of users and organization types does InvestSuite work with?
InvestSuite works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does InvestSuite support in their product?
InvestSuite supports these languages: English.
Q: What kind of support options does InvestSuite offer?
InvestSuite offers support via phone support and online.
Q: Does InvestSuite have an API?
Yes, InvestSuite has an API.
Q: What type of training does InvestSuite provide?
InvestSuite provides training in the form of live online.

InvestSuite Product Features

Investment Management

Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Client Management Not Supported
Commodities Not Supported
Risk Management Not Supported
Benchmarking Not Supported
Fund Management Not Supported
Accounting Management Not Supported
Data Import / Export Not Supported
Bonds / Stocks Not Supported
Modeling & Simulation Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Compliance Reporting Not Supported

InvestSuite Additional Categories