InvestSuite
InvestSuite sells white label investing software to banks, brokers, wealth managers and other financial institutions. Its products let an institution launch a robo advisor, an execution only investing platform, portfolio construction tools or narrative performance reports under its own brand.
Its newest product, Charlie, is a conversational AI agent that takes a client through research and order execution, with compliance guardrails on every input and output, advice deflection and a confirmation step before an order. Charlie runs in the institution's own cloud with a choice of language models from Anthropic, Google, OpenAI or Mistral, and no client data is sent to InvestSuite. The robo advisor keeps every portfolio within the institution's investment policy and supports MiFID II onboarding.
SpareBank 1 and Odeabank are named customers, and First Rate is integrating StoryTeller into its Core 2.0 platform. InvestSuite says it supplies software rather than regulatory services and that compliance stays with the licensed institution. It is based in Leuven, Belgium.
Capability Axes
Capability grades
15 of 15 axes rated · 11 graded A or B
Language models drive Charlie and the StoryTeller narratives outright, but the robo advisor, self investing platform and portfolio framework would still run as conventional software without them.
Every Charlie input and output passes compliance guardrails, and an order clears instrument, quantity and compliance checks before the client confirms it. Robo portfolios stay inside the institution's own investment policy.
Model documentation, change control and audit trails come built into the implementation playbooks. The optimizer and the generated narratives, though, have no published backtest or validation results.
SpareBank 1, Odeabank and CIO Group are named customers, but no adoption or engagement result is attached to any of them.
Each institution runs Charlie and its language model in its own cloud subscription, so one bank's investor data can't shape what another bank's agent says.
For Charlie, client data never leaves the institution, but the robo advisor and reporting products have no privacy document, retention schedule or subprocessor list on the site.
Software that investors use under a bank's brand arrives with no named certification, attestation or trust center.
Compliance stays with the licensed institution, InvestSuite says plainly, and the robo advisor supports MiFID II risk profiling and onboarding.
Narratives tailored to each investor can reach people who'd never read a factsheet, but how they land across investor types and languages isn't measured in anything published.
An unsuitable allocation or a narrative that misexplains a loss falls on the institution, and InvestSuite publishes no guarantee or correction process for either.
Charlie can run on models from Anthropic, Google or Mistral, among others, swapped without a rebuild. The data suppliers behind StoryTeller and any subprocessors for the other products aren't named.
First Rate is building StoryTeller into its Core 2.0 platform, and Insight APIs are offered, but there's no API documentation or partner listing to check against.
Any cloud provider is supported, and Charlie installs on the institution's own infrastructure, which lets a bank keep investor data where it already rests.
A robo advisor can launch in three to six months as a turnkey product, InvestSuite says, which describes effort rather than cost, and no price or billing unit is published.
Banks, brokers and pension funds each get dedicated material, with separate products from robo advice to portfolio reporting and service levels from retail to high net worth.
Product updates
Material product, regulatory, evidence and commercial changes at InvestSuite, each verified against a live source and tagged to the capability axis it bears on. Funding rounds and awards are not product changes and are not logged.
InvestSuite launched Charlie for Advice, an AI agent that banks embed in their own investment app or website to give retail customers personal investment advice. The customer states a goal in plain language, Charlie asks follow up questions, explains the options and builds a proposal with pessimistic, realistic and optimistic outcomes, then stays on to answer questions and rebalance when the portfolio drifts. The bank sets which data, investments and actions Charlie may use and when a human adviser takes over, and MiFID II suitability checks still apply.
Compared With
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Alternatives to InvestSuite
Vendors in the same categories as InvestSuite whose profiles look most alike, each with a line on what the product does. Similar is not the same: check that each one does the job you need. No vendor pays for placement.
DwellFi runs AI agents for fund operations inside the customer's own cloud account.
Moment gives wealth firms one platform where AI agents run portfolio work inside a regulated environment.
ForwardLane sells Signal Studio, a decision intelligence platform that turns a firm's own data into signals, natural language answers and next best actions, each with a full audit trail.
Nomerra turns private markets operating procedures into AI agents for asset servicers and asset managers.
Performativ sells a cloud platform that runs a wealth manager's portfolio management, trading, reporting, compliance and client data in one place.
TIFIN sells TIFIN.AI, a platform of AI agents for wealth managers, asset managers and insurers.
The index publishes no overall score or ranking. See what we assess and the methodology.
Pricing
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