Achieve optimal asset allocation with
InvestSet Asset Comparator
Our free tool for financial professionals compare assets and run backtests.
Get easy access to all the data you need to know to make your decision. Check returns, risk, fees and several other metrics from thousands of assets. You can also generate full reports and send them to your colleagues and clients.
InvestSet White Label
The best financial tools integrated into your platform.
You can promote a cutting-edge digital experience to your customers – without having the risks and costs to develop your own platform.
We offer a powerful integration suite ready to your business. All the tools and features can be customized to your needs.
Analyze the financial market with a comprehensive set of tools and a qualified database.
The best option for professionals managing complex portfolios. Carry out multiple scenarios to backtest your investment strategies and provide robust portfolios to your clients. Consolidate and interact with the total wealth in a simple and intuitive way.
Unfortunately no. InvestSet is suited for professionals from financial markets, such as asset managers, bankers, brokers, advisors and so on.
You can consult funds, stocks, ETFs, fixed income instruments, indexes, and currencies. You can also insert custom assets types like real state properties.
You can send us a message to arrange a meeting where we can discuss your needs. Send an e-mail to firstname.lastname@example.org or fill our contact form here.