Success By A Unique Mix Of Talent And Technical Excellence

Bart Vanhaeren CEO InvestSuite

Winner

• Client Reporting Solution

Please explain what you think makes your firm successful in its chosen field?

It begins with our people - a unique mix of left and right-brain individuals combining technical excellence with world-class creative talent. Moreover, our management team has award-winning digital platform expertise from previous experiences in the finance and wealth management industry.

Setting us apart in the industry is our comprehensive suite of cutting-edge solutions for easy investing. With our solutions

- Self Investor, Robo Advisor, Portfolio Optimizer and StoryTeller - , we cover the entire investing spectrum from “do it yourself”, “do it together”, and “do it for you”. This approach has provided significant value to our B2B clients.

What are the main contributions you think you bring to the wealth management industry?

With our white-label solutions, we enable financial institutions to democratise investing, making it accessible to every person in the world in a responsible way through their own trusted brand.

Our InvestTech solutions bring much-needed financial clarity, help improve financial literacy for the end customer, and drive success for our clients.

Where in the world do you operate – are you mainly a domestic player or international?

We have always had a global mindset. Although we started our business in Belgium, we never wanted to limit ourselves to that specific country. Today, we are present in Europe and the Middle East and are taking our first steps in the US and Africa. It is our goal to continue to grow globally.

What does success look like to you – can this be measured in hard numbers, or in qualitative ways, or both?

Success is relatively simple - a happy client with happy customers. But undoubtedly, for us, it is more than that. We want to help our B2B clients win by providing solutions that will retain their customers, activate their balance sheets, and increase assets under management.

Can you sum up the philosophy that sums up your firm/you the best?

Driven by our goal to help democratise wealth management, we pursue a philosophy of innovation, transparency, and growth. We are client-focused in everything we do. Building an in-house digital investment platform requires significant resources, including time, knowhow, and money.

How do awards such as this make a difference to your firm and your colleagues?

It is an enormous recognition, and shows that we are on the right track. Moreover, an award such as this one is very motivating for our investors, stakeholders, clients and employees. Especially for the StoryTeller team of course, since they have worked so hard on this solution, a true innovation in the sector. In essence, StoryTeller leverages technology and storytelling to generate hyper-personalised, narrative-based insights on portfolio and fund performance.

Whom do you look to in terms of ideas and inspiration? What other business sectors do you follow for ideas?

If there is one company that inspires us, it is Pixar. The combination of mind-blowing technology and amazing creatives has always been a source of inspiration.