InvestSuite

🎧 Fancy listening to a podcast? Our CEO Bart Vanhaeren was a guest on #WhiskeyWealthtech podcast hosted by Alex Serman, CIPM! It was an exciting opportunity to dive into how First Rate, Inc and InvestSuite see their partnership and how it can lead to better tools to empower investors and enhance their client experience. Listen now on Spotify, Apple Podcasts, or watch it on YouTube! #Wealthtech #DigitalWealthtech #WealthManagement #ClientReporting #AIInWealthManagement #PerformanceReporting

❌ 📖 No one wants to get hit with a textbook. But people want to learn to be smarter with their money. ✅💰 Furthermore, except for Homo Economicus (who, like Bigfoot, has yet to be convincingly spotted in the wild), it’s an emotional topic. So nuggets of knowledge are best served throughout the journey, at the time when they matter and can help make a plan or stick to it. That’s what we’re working on! You can find out more on this topic in our whitepaper about microlearning 👉 https://lnkd.in/eSnVz2_p #FinancialLiteracy #DigitalWealthManagement #InvestEd #RoboAdvisor

🤔 Do you feel like your banking app is not unlocking its true potential? It might be because you are struggling to keep up with the progress in robo-advisory! ✏️You might consider: ✅ Adding your robo-advisor as a complement to your human advisors for a hybrid approach ✅ Creating a marketing strategy to attract users, especially younger investors ✅ Building trust in doubting investors with education and guidance Find out more case studies, tips and strategies by reading our full white paper! 👀 Link in the comments 👇 #RoboAdvice #roboadvisory #InvestSuite

🎉 InvestSuite is again in the top 10 Fast 50! We are honoured to be ranked 8th in the Top 50 fast growers and 2nd in the Fintech category by Deloitte! We are very thankful to our team and partners for making this achievement possible and taking our company closer to the moon 🚀 We also want to congratulate Loop Earplugs and Keypoint for winning! #Top10 #Fast50BE #InvestSuite #GrowingTogether #DeloitteFast50 #ThankYou

🚀 Notifications are a game changer for your banking app! If you've already read our Robo Advice 3.0 whitepaper, you probably know that the best you can do for client engagement and retention is to communicate like human advisors and less like robots 🤖 But how exactly can you leverage notifications? Our product expert Mathieu Hardy analyzed the matter through a case study and centralized all the dos and don'ts of notifications in banking apps! Check it out now 👉 https://lnkd.in/gEM26nUq #RoboAdvisor #InvestSuite

Another wonderful event ✅ Thank you, MoneyShow, for the opportunity to get refreshing perspectives on investments and innovative ways to look at the market in the wonderful 📍Orlando, Florida 🇺🇸 David Connor, who experienced it all, said "Great time at the Money Show in Orlando. Excited to see the investor appetite for trading platforms like our Robo Advisor!" Looking forward to more events in the community and sharing our passion for digital wealth management tools! #roboadvisor #InvestSuiteOnTour #digitalwealthmanagement

InvestSuite on Tour in Warsaw, Poland 🇵🇱 We are so happy to come back to a place of so much history for our company! Warsaw is the place that saw the start of InvestSuite, hosting offices alongside Leuven, Belgium, and the location that witnessed our CEO Bart Vanhaeren working on previous projects! Needless to say, our team was excited to see the changed landscape of the Polish capital while discussing the possibility of a new partnership in the making 👀 Stay tuned to find out what’s coming next 🚀

👀 What happens when you let AI summarize your white paper? 🚀 You get an insightful dive into our latest takes on Robo Advice 3.0 in a fast and comprehensive way! Listen to this #NotebookLM podcast that took some key ideas written by Bart Vanhaeren and Mathieu Hardy and created this entertaining snippet! You can read the entire white paper here 👉 https://lnkd.in/eJ-76KKW

🤝Meeting our friends and partners of Tata Consultancy Services at their innovative Pace Center in Amsterdam! Thanks for introducing us to some of your prospects and looking forward meeting again.

🚀 We are very excited to attend the FA Wealth Tech Combine with the top leaders in the wealthtech space! Find David Connor on October 8-9 at The Founders Arena and don’t be shy to ask him anything about our suite of white-label solutions! 👀 Looking forward to meeting new faces and learning from the best of the best in #wealthtech! 🤝 First Rate, Inc & Pamela Cytron