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DirectoryFinance & InsuranceFinancial ServicesLausanneInvestSuite SA
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InvestSuite SA

Summary

About the company

The company InvestSuite develops and offers digital asset management and investment solutions (InvestTech) for financial institutions to support them in their digital transformation and improvement of customer interaction. The solutions include, among other things, portfolio reporting tools and applications for self-managed investors, with the aim of improving the interaction between customers and their assets and opening up new markets.

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Products & services

Industry:Financial Services
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✓ Offered8
White-Label Investment Platform (Self Investor)
White-label investment platform for self-directed investing, available as a standalone app or embedded in an existing banking app; supports stocks, ETFs, funds and cryptocurrency.
Robo Advisor
B2B robo-advisory solution for automated, goal-based investing, personalized portfolios, onboarding, risk assessment and integration with existing banking infrastructure.
Narrative Performance Reporting (StoryTeller)
White-label reporting tool for portfolio and fund performance reporting, turning data into narrative reports with financial and sustainability performance insights.
Portfolio Construction Platform (Portfolio Optimizer)
Portfolio construction framework for cost-effective customization at scale, including hyper-personalized portfolios, direct indexing, ESG preferences and API or web-based integration.
Investment Risk Measure (iVaR)
Human-centric risk measure and portfolio construction framework that minimizes drawdowns, frequency and duration of losses, with support for traditional risk measures.

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Location

Rue Caroline 2
1003 Lausanne

At a glance

Legal form
Corporation
UID
CHE-283.964.497
Founded
2022 · 4 years
Last commercial register change
December 14, 2022
Employees
11 to 20

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