Top Rated Investsuite Alternatives
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There are not enough reviews of Investsuite for G2 to provide buying insight. Below are some alternatives with more reviews:
1
Bambu
5.0
(1)
Bambu is a leading global provider of robo-advisory technology for businesses of every size and industry, from finance to commercial or even new disruptors, transforming the digital wealth space. It enables businesses to make saving and investing more straightforward and intelligent for their clients.
2
AdvisorEngine
4.2
(10)
Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.
3
InvestCloud Blue
(0)
InvestCloud Blue empowers wealth managers to build and maintain intuitive and responsive client relationships, tailored for specific client bases. Blue digitizes client engagement, onboarding, advice, reporting and management in cloud-based apps, giving investors a world-class digital experience and giving managers a comprehensive view of their clients.
4
Empirica RoboAdvisor
(0)
An intelligent robo-advisory platform for wealth managers with the strongest algorithmic engine on the market that allows to build sophisticated investment algorithms. It uses Artificial Intelligence to give advisors unique insights about their clients to lower churn and increase engagement. These two characteristics make the Empirica Robo Advisor completely unique within the robo advisory space.
5
T-Advisor
4.5
(1)
T-Advisor is a platform that allows clients to face the current market competitors with a tailor-made solution from a leader company with cutting-edge financial technologies.
6
VestmarkONE
4.0
(1)
VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sleeve level accounting into an efficient single solution across all custodians, and helps you meet the increasingly complex demands of advising and servicing your clients while maximizing your productivity.
7
Jemstep
5.0
(1)
Jemstep Advisor Pro is an innovative advisor-directed technology that enhances the way advisors connect with their clients and run their businesses. The platform provides the ability to prospect for and serve clients more efficiently, and to use cutting-edge digital technology to deliver their valued advice.
8
RobotFX Fluid
4.0
(1)
RobotFX Fluid is a MetaTrader advisor that detect the trend, opening/closing trades within a defined price movement (at precise entry/exit levels) and manage winning trades as well as recovering a lost trade.
9
Scalable
3.5
(1)
Personalised, globally diversified and fully managed portfolio. Optimise your portfolio and monitor risk based on the latest quantitative research.
10
Simplewealth
(0)
Simplewealth makes investment easy, with professional automated investment service.
