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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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?
Q: What languages does InvestSuite support in their product?
Q: What kind of support options does InvestSuite offer?
Q: Does InvestSuite have an API?
Q: What type of training does InvestSuite provide?

InvestSuite Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting

InvestSuite Additional Categories