SOLUTION PROVIDER OF THE WEEK
InvestSuite
Overview

InvestSuite is a leading fintech company offering a suite of white-label digital investment solutions to financial institutions globally to help accelerate their digital wealth management transformation efforts. 

InvestSuite's mission is to quickly equip financial institutions with digital wealth management products so that their customers have access to reliable and affordable solutions for savings and investments. Since they deploy their solutions faster and at a fraction of the cost versus building them in-house, financial institutions can accelerate their digital transformation and extend their product range with InvestSuite's suite of modular solutions. These solutions are designed to be intuitive, fully scalable and in line with the needs and the expectations of retail customers.
Solution provider FACTFILE
Established
2018

Global Headquarters
Leuven, Belgium

Website

Company Size
51-200 employees

Target Clients
Asset Managers, Bank Wealth Managers, Brokers/Broker-Dealers, Digital Wealth Managers, Family Offices, Financial Advisors
TWM Marketplace

TWM Business Need categories
  • Client Communications & Reporting
  • Client Engagement & Management
  • Digital Platforms & Tools
  • Digital (Robo) Investing
  • Investment Platforms & Tools
  • Portfolio & Wealth Management Systems
  • Portfolio Build, Analysis & Reporting
  • Risk Analysis & Management
  • Trading & Back Office

Relevant Regions
Africa, Asia, Central America, Eastern Europe, Middle East, North America, Oceania, South America, Western Europe

A worldwide first way of telling the story of portfolio performance via highly personalised, insightful and engaging portfolio performance reports, which are automatically generated

StoryTeller is built around five engines:

StoryTeller helps to explain portfolio performance in an understandable way to retail investors. It provides an in-depth view of how an individual end-client portfolio performs over a chosen time period, both from a financial and ESG point of view. All the relevant information is shown in an intuitive white-label solution, combining strong visuals with human storytelling principles. StoryTeller can generate reports on-demand on individual investment portfolios and on single funds and is able to differentiate between different customer segments (self-execution clients, advisory/discretionary clients, pension clients, financial advisors, fund managers...) to tailor the story in the report.

StoryTeller is easy to integrate via APIs and is available as an integrated or standalone cloud-based application. It maintains consistency with the performance calculations of the financial institution and allows a high degree of customisation (front-end) and parametrisation (back-end).
Highlight - latest CONTENT
Research & Insights: Digital Investor Series - The unstoppable rise of the digital investor 3. CLICK HERE

News & PR: InvestSuite’s StoryTeller solution wins “Most Engaging Digital WealthManagement Solution” in Wealth & Finance’s 2021 Fintech awards. CLICK HERE

Case Study: How storytelling activates pension savers. Insights from user testing.
Highlight - recent VIDEO
With their suite of white-label solutions InvestSuite helps financial companies extend their product range with next-generation tools, in an agile, fast and cost-effective way.

InvestSuite's shared goal is to create user experiences that open up new markets and drive commercial success for their clients.

Click HERE or on the image to watch the full video and learn more about StoryTeller.

RECENT TWM REPORTS/NEWSLETTERS

The Wealth Mosaic ('TWM') is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, TWM’s marketplace directory consists of over five thousand solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. 

For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business.

For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business.

You can contact us at The Wealth Mosaic on office@thewealthmosaic.com