InvestSuite

Millions of Europeans haven’t started investing yet. You can help them get started. Integrate InvestSuite’s Robo Advisor into your digital offering and give customers access to digital investment advice.

Robinhood just launched Robinhood Agents. Even before the launch, more than 150,000 customers had opened AI trading accounts on its platform. Charlie, InvestSuite’s AI investment agent, lets you offer those core capabilities under your own brand. A customer can ask, “Why is my portfolio down today?” Charlie retrieves their account data, identifies which holdings moved and explains the relevant market events. They can then compare investments and, if they choose to buy or sell, review and confirm an order. Customers can also set strategies, specifying what Charlie should monitor and when to send an alert or prepare a trade. The software can be added to your current app and connected to your broker and data sources. You decide what information it can use and which actions are allowed, with a record of each interaction. That gives you a way to compete with Robinhood’s new experience while keeping the customer relationship within your own service. See how Charlie works: https://lnkd.in/dnB5_6Ee/?utm_campaign=Charlie%257CStandalone%257CEU%252BUS%252BCanada%252BUAE%257C2oktlaunch&utm_source=linkedin&utm_medium=paid&utm_id=1215554014&hsa_acc=506679176&hsa_cam=1215554014&hsa_grp=901201414&hsa_ad=1588717314&hsa_net=linkedin&hsa_ver=3

Empower your clients to take control of their investments with our Self Investor solution that combines the advantages of simplified execution with the power of personalized insights.

Launch a fully branded and compliant robo advisor in 90 days. Without hiring a dev team.

Robinhood just launched Robinhood Agents. Even before the launch, more than 150,000 customers had opened AI trading accounts on its platform. Charlie, InvestSuite’s AI investment agent, lets you offer those core capabilities under your own brand. A customer can ask, “Why is my portfolio down today?” Charlie retrieves their account data, identifies which holdings moved and explains the relevant market events. They can then compare investments and, if they choose to buy or sell, review and confirm an order. Customers can also set strategies, specifying what Charlie should monitor and when to send an alert or prepare a trade. The software can be added to your current app and connected to your broker and data sources. You decide what information it can use and which actions are allowed, with a record of each interaction. That gives you a way to compete with Robinhood’s new experience while keeping the customer relationship within your own service. See how Charlie works: https://lnkd.in/dnB5_6Ee/?utm_campaign=Charlie%257CStandalone%257CEU%252BUS%252BCanada%252BUAE%257C2oktlaunch&utm_source=linkedin&utm_medium=paid&utm_id=1215554014&hsa_acc=506679176&hsa_cam=1215554014&hsa_grp=901201414&hsa_ad=1588795814&hsa_net=linkedin&hsa_ver=3

Millions of Europeans haven’t started investing yet. You can help them get started. Integrate InvestSuite’s investing platform into your digital offering and give customers access to investing.