InvestSuite

InvestSuite is a Belgian wealthtech company founded in 2018 in Leuven to help banks and wealth managers launch digital investing services without building the underlying technology themselves. It targets institutions that want to modernize investment offerings for their own retail or private banking clients.

The company provides white-label modules such as Self Investor, a goal-based robo-advisor, Portfolio Optimizer, risk tool iVaR, and StoryTeller for narrative performance reports, which financial institutions plug into their existing broker, custodian or cloud setup. Clients include banks across Europe, the United States, the Middle East and South America.

1. Self Investor module: Provides a white-label, goal-based robo-advisory experience for banks.

2. Portfolio Optimizer: Builds and rebalances client portfolios using configurable models.

3. iVaR risk tool: Measures portfolio risk to support advisory and compliance decisions.

4. StoryTeller reporting: Turns portfolio performance into narrative, client-friendly reports.

5. Open architecture: Connects to any cloud, data provider, broker or custodian a bank already uses.

6. AI investing agent: Adds Charlie, an AI assistant, to support client-facing investment journeys.