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TECHNOLOGY PROVIDERS Portfolio Analytics
INVESTSUITE
Portfolio ESG Insights
The CSR/ESG analytics module within our portfolio insights suite looks through a portfolio and returns a set of easy to understand CSR/ESG metrics and human understandable facts that can be used to tell a story to a client. Instead of blankly stating the amount of CO2 the companies in a portfolio emit, we return a small story about how much less they emit compared to the benchmark state.
InvestSuite is a global B2B InvestTech company that offers a suite of white-label and API-based investment solutions to help financial institutions accelerate their digital wealth transformation journeys and create the most engaging investing experience for their customers. We partner with trusted financial institutions and companies in the embedded wealth space to bring these innovative solutions to their customers in a short time frame, and at a fraction of the cost it would require to build in-house, leveraging our program execution skills and digital wealth management expertise. InvestSuite was founded in 2018 and is headquartered in Leuven, Belgium. We have operations in over eight countries and have 75+ employees with over 20 nationalities. Our clients are located across 15 countries and 4 continents. We offer five main products as well as a suite of value-added APIs that institutions can have the flexibility to incorporate into their wealth solutions.
226 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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