Solution introduction

White label front-to-middleware online trading platform to retain, attract and win-back self-directed investors. Give back control and enhance your clients' experience of self-investing

A best-in-class, powerful white-label self execution platform designed for a broad audience of retail investors. The goal is to open up the stock markets for more people by building a product that is easy to understand, avoids complexity and gives enough guidance and protection

InvestSuite Self Investor is a powerful B2B execution-only platform:

  • One of the only B2B self-execution platforms available catered to a broad audience, configurable and customisable
  • Avoids complexity, providing guidance and protection through unique user journeys
  • Offers data and insightful and actionable information 
  • Inspiration from AI-based ideas or hand-picked from your research teams
  • Nudging and a comprehensive battery of smart alerts and notifications

Investors increasingly want to take control of their investments and let their savings money work for them. They are actively looking for a “do it yourself” platform with a human tone of voice that offers the same convenience and frictionless experience of the popular apps we have all grown accustomed to. Clients appreciate that it's easy to use and offers snackable content.  

Financial institutions are losing self-execution investment business to specialized online trading platforms and brokers. Today HNWIs and millennials are looking online for better ways to convert low margin savings accounts into higher-margin investment assets.

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