Exhibitor

(SizeLimitingPyMap: {booth=4H34, company_name=INVESTSUITE, content=InvestSuite is a globally active B2B InvestTech company. We help financial institutions accelerate their digital wealth transformation journey and launch the most engaging investing experiences for their customers. With our suite of white-label InvestTech solutions, we help our clients extend their product range in an agile, fast and cost-effective way so that they can stay ahead of the curve and thrive in this encreasily digital world., country=Belgium, exhibition_category=Exhibitor, hs_createdate=1730463190042, hs_lastmodifieddate=1731569156534, hs_object_id=19180355502, hs_object_source=INTEGRATION, hs_object_source_detail_1=OEM Integration, hs_object_source_id=1940923, hs_object_source_label=INTEGRATION, hs_pipeline=102713672, hs_pipeline_stage=186575225, hs_updated_by_user_id=68932678, hs_was_imported=true, id=19180355502, individual_page_type=[Exhibitor], instagram=https://www.instagram.com/investsuite, linkedin=https://www.linkedin.com/company/investsuite, logo_image_url=https://24345494.fs1.hubspotusercontent-na1.net/hubfs/24345494/SFF%202023/Sponsor-Exhibitor/logo%20400x20020240930_054747-Nov-01-2024-12-13-11-3955-PM.png, product_and_service=[InsurTech], product_and_service_v2=[InsurTech], product_and_services_oem_data=InsurTech, product_name_1=StoryTeller, product_name_2=Robo Advisor, product_name_3=Self Investor, product_name_4=Insight APIs, product_name_5=Portfolio Optimizer, product_shortcut_1=A world-first investment portfolio performance reporting tool that uses storytelling techniques to bring portfolio performance to life for our clients and their customers. StoryTeller revolutionizes investment reporting in a highly scalable way, taking minimal input data and transforming it into data-driven stories that provide insights on the how and why of (non-)financial performance. StoryTeller allows our clients to cater to a much broader audience than normal by using solutions that educate and make reporting easy to understand for all levels of investors (new to experienced), ultimately increasing their confidence in making investment decisions. StoryTeller's reports are provided in a highly engaging, interactive, and appealing manner, from PDF to mobile and web-responsive format or even as a video., product_shortcut_2=Our white-label and highly configurable automated investment platform that provides goal-based investing with hyper-personalized and purposeful portfolios. The portfolio construction engine is powered by sophisticated algorithms that incorporate the investor's investment preferences and risk profile. It masters the construction and rebalancing of a large number of individual portfolios. It is complete with configurable portfolio management options, including our own 4th generation measure of risk, iVaR, which is aligned with how investors actually perceive risk, and a psychometrically validated, MiFID-compliant, fully customizable suitability profiling tool that has a fully configurable frontend for an intuitive onboarding experience., product_shortcut_3=A state-of-the-art, execution-only investment trading platform that makes trading as easy and intuitive as buying a book on Amazon. Self Investor guides investors in the early days and grows with them as they become more experienced. With Self Investor, wealth customers can feel empowered to take control of their investments with access to current investment themes, sample portfolios and strategies, and snackable content and edutainment to prompt investment ideas., product_shortcut_4=Our API-embedded solutions enable financial institutions to leverage a variety of our value-added features with complete flexibility through a modular API offering. They inspire investors to make better investment decisions by providing them with novel ideas and actionable insights into their digital wealth journey. Our insights are unique and embedded into the customer experience., product_shortcut_5=A cloud-based portfolio construction framework that allows customization at scale using our innovative proprietary risk framework (InvestSuite Value at Risk (iVaR)) to minimize drawdown, boost ESG performance, and offer direct indexing., record_type=[Exhibitor], sff_path=investsuite, sff_sponsor_and_exhibitor_name=INVESTSUITE, sort_type=I, status=Active, unique_reference_number=EX10241, website=https://www.investsuite.com/, zone=NA}) StoryTeller A world-first investment portfolio performance reporting tool that uses storytelling techniques to bring portfolio performance to life for our clients and their customers. StoryTeller revolutionizes investment reporting in a highly scalable way, taking minimal input data and transforming it into data-driven stories that provide insights on the how and why of (non-)financial performance. StoryTeller allows our clients to cater to a much broader audience than normal by using solutions that educate and make reporting easy to understand for all levels of investors (new to experienced), ultimately increasing their confidence in making investment decisions. StoryTeller's reports are provided in a highly engaging, interactive, and appealing manner, from PDF to mobile and web-responsive format or even as a video. Robo Advisor Our white-label and highly configurable automated investment platform that provides goal-based investing with hyper-personalized and purposeful portfolios. The portfolio construction engine is powered by sophisticated algorithms that incorporate the investor's investment preferences and risk profile. It masters the construction and rebalancing of a large number of individual portfolios. It is complete with configurable portfolio management options, including our own 4th generation measure of risk, iVaR, which is aligned with how investors actually perceive risk, and a psychometrically validated, MiFID-compliant, fully customizable suitability profiling tool that has a fully configurable frontend for an intuitive onboarding experience. Self Investor A state-of-the-art, execution-only investment trading platform that makes trading as easy and intuitive as buying a book on Amazon. Self Investor guides investors in the early days and grows with them as they become more experienced. With Self Investor, wealth customers can feel empowered to take control of their investments with access to current investment themes, sample portfolios and strategies, and snackable content and edutainment to prompt investment ideas.