Invest Suite

Invest Suite is a suite of white-label B2B InvestTech solutions offered by Invest Suite. According to the vendor, it is designed to assist financial institutions in their digital wealth transformation journey and provide engaging investing experiences for their customers. The solutions provided include portfolio construction, investment insights and reporting, and investment platforms.

Key Features

Robo Advisor: Invest Suite's white-label robo advisor platform aims to offer goal-based investing with personalized portfolios. The vendor claims that it is powered by advanced algorithms that incorporate investor's investment preferences and risk profile. Additionally, it is said to provide a scalable solution for constructing and rebalancing multiple portfolios.

Self Investor: Invest Suite's white-label execution-only platform aims to provide an intuitive online investment platform for self-directed investors. According to the vendor, it offers access to current investment themes, sample portfolios, and strategies. It also claims to empower investors with detailed analyst recommendations, ratings, watchlists, and alerts. The platform is said to engage investors through social layers, allowing them to discover popular strategies and compare against peers.

Portfolio Construction: Invest Suite's cloud-based portfolio construction framework is designed to allow cost-effective customization at scale. According to the vendor, it offers a wide range of investment options, including ETFs, stocks, crypto assets, mutual funds, and more. The framework is said to enable the creation of tailored portfolios based on risk tolerance, tax situations, ESG preferences, and time horizon. The vendor states that it utilizes iVaR (InvestSuite Value at Risk), an advanced risk metric, to minimize drawdowns and manage risk.

Portfolio Optimizer: Invest Suite provides quantitative tools for creating custom portfolios. The vendor claims that it supports enhanced and direct indexing strategies and offers tools for ESG boosting to align portfolios with ESG preferences. The optimizer is said to enable personalized portfolios based on risk appetite, investment preferences, and thematic investing. It is also claimed to support crypto portfolio optimization with iVaR, addressing the unique risk characteristics of cryptocurrencies.

StoryTeller: Invest Suite's StoryTeller is an on-demand, personalized, and narrative-based portfolio performance reporting tool. According to the vendor, it transforms portfolio reporting into a modern experience, leveraging technology and storytelling techniques. The tool is said to provide insights on the performance of funds or portfolios, including performance attribution, exposure to investment themes, news article retrieval, and customizable content. Reports can be generated in print-friendly PDF, app-responsive, or video format.

Insight APIs: Invest Suite offers a suite of API-enabled solutions to guide wealth customers in their investment decisions and enhance portfolio reporting. The Investment Decision Support APIs provide curated thematic lists, investment ideas, smart search, and descriptive information on instruments. The Investment Reporting APIs, according to the vendor, offer performance calculation and attribution, portfolio and ESG analytics, and Monte Carlo simulation. These APIs are claimed to provide unique insights to enhance transparency and engagement.