InvestSuite

InvestSuite is a company that offers a comprehensive suite of white-label InvestTech solutions tailored for a diverse range of financial institutions including online brokers, challenger banks, retail banks, asset managers, life insurers, private banks, wealth managers, pension funds, and crypto asset managers. The company’s product lineup includes Robo Advisor, Self Investor, StoryTeller, Portfolio Optimizer, Insight APIs, and Crypto Portfolios, all designed to enhance portfolio construction, investment insights, and reporting capabilities. InvestSuite’s solutions integrate seamlessly with popular market data providers and core banking system providers, ensuring efficient and reliable service delivery. The company is ISO certified, with robust externally validated policies and procedures that include a cyber resilience program and a business continuity plan. InvestSuite has been recognized in the WealthTech100 list in 2020 as one of the world’s most innovative solution providers and was also the winner of the WealthBriefing Swiss Award in 2023. All of InvestSuite’s data, functionalities, and application management features are accessible via REST API, compliant with the OpenAPI 3.0 specification.