Tag : B2B InvestTech

InvestSuite Launches Charlie: an AI Investment Agent That Explains, Educates, and Executes
Finance Investment Services News

InvestSuite Launches Charlie: an AI Investment Agent That Explains, Educates, and Executes

EIN Presswire
by EIN Presswire0
InvestSuite introduces Charlie, an AI investment agent that explains portfolios, educates investors, and enables trading in-app. InvestSuite, a B2B InvestTech company, today announced the launch of Charlie, an AI investment agent that financial institutions can deploy within their own investing app or as part of InvestSuite’s Self Investor platform. Charlie is designed to help......
MyVest Partners with InvestSuite to Add Custom Model Building to SPS
Fintech Investment Services News

MyVest Partners with InvestSuite to Add Custom Model Building to SPS

Business Wire
by Business Wire0
New integration enables advisors to deliver more personalized, tax-efficient portfolios with custom-built firm models MyVest, a leading provider of enterprise wealth management technology, has partnered with InvestSuite, a global B2B InvestTech company, to offer custom model portfolio construction and management at scale. The integration gives either home offices or advisors......
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