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TWM Solution Provider of the Week - InvestSuite

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Based on our research, most retail investors are not satisfied with the periodic account statements they receive. Their reports usually contain unintuitive tables with numbers or high-level macro-economic explanations without any clear link to the actual investments of the client. Also, personal investment advisors and relationship managers find it difficult to pinpoint...

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by The Wealth Mosaic
| 05/10/2021 14:00:00

Every week we highlight a new solution provider in our directory as the SP of the Week. This week it was InvestSuite, InvestSuite is a European fintech company providing automated investment solutions to help financial institutions retain their clients by addressing their rapidly-evolving digital needs and defend their market positions against nimble B2C fintech disruptors.

For more information, access their full profile on TWM here

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