InvestSet

InvestSet is a wealthtech company that connects investors to a large global database of investment funds, stocks, ETFs and bonds. Our information set ranges from descriptive data to collateral documents, quantitative data and all sort of analytics. We offer sophisticated portfolio management digital tools including portfolio oversight, portfolio optimization, back test and performance reporting. All this backed by a seamless cloud SaaS platform that can be accessible through mobile-desktop devices, APIs, MS Excel links and white-label solutions.

InvestSet solution is suitable, and can be even further customized, to all kinds of businesses in the financial ecosystem, such as asset managers, wealth managers, broker dealers, family offices, banks and pension funds. Our white-labelling solution is a particularly powerful suite that can unleash value for many organizations.