Funding Details
- Awarder
- PlugAndPlayTechCenter
- Date Award
- May 15, 2024
- Funding URL
- View Funding Page
Company Info
- Company Description
- Investsuite offers cloud-native, modular InvestTech solutions to financial institutions of all types. We combine deep quant expertise and banking & investment knowledge with beautiful, human-centric design. As a B2B company, we ensure easy API connectivity & ensure implementation costs & time are minimal.
Our Robo Advisor enables financial institutions to offer personal financial advice to mass affluent customers and HNWI across stocks, ETFs, funds, and even crypto currencies, all wrapped in a human-centric design to give their customers the confidence to invest. Our proprietary Portfolio Optimizer can propose & manage hyperpersonalised portfolios using drawdown-based portfolio construction.
Our Self Investor is a self-directed investment platform designed with retail investors in mind, leveraging the knowledge and expertise of the team which previously built the #1 self-directed platform in the Benelux.
Our StoryTeller is a world-first new way to tell the performance story of an investment portfolio as well as managed funds. It uses story telling techniques coupled with machine learning to automatically generate a personalized & engaging story based on narratives, pictures, news articles and even the ESG story of the portfolio.
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