Digital & Technology

Company overview:

InvestSuite is a leading fintech company offering a suite invest-tech solutions to financial institutions to help accelerate their digital wealth management transformation efforts.

A first product is an AI driven robo-advisor, enabling B2B clients offering personal financial advice to both mass affluent customers as well as HNWI.
Another product is a best in class “execution only” investment platform for retail investors. And probably the most innovative solution is “StoryTeller”, a complete new way to tell the “story” about the performance of an end customer’s portfolio.

We have defined our own measure of risk, iVaR, which is at the heart of our portfolio construction framework. It is based upon how people really experience risk, and is a few generations beyond the often quoted Noble Prizing Winning MPT model of Markowitz. Portfolios build upon our portfolio construction framework outperformed benchmarks and competitors’s solutions during Covid-19.

We are also quite unique in delivering hyper personalised portfolios to each end user. We adapt to our clients brand and integrate seamlessly with our clients’ tech infrastructure. We combine deep quant/asset management expertise, proven banking and investment knowledge, human focused design, and a real understanding of how the ‘backend’ of a financial institutions works.

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General Information:

  • • Digital & Technology

The latest events from Investsuite

3.00pm - 4.00pm HKT/SGT

Independent Wealth Managers – Embracing Digital Tools to Enhance their Advantage

As the world waits with anticipation to see what happens next around the planet in terms of the pandemic, it is becoming clearer that in practical terms, doing business will likely not be the same in the future as it was pre-2020 for financial institutions, in short a ne...