First Rate Integrates InvestSuite's StoryTeller to Transform Client Reporting Through Narrative-Driven Technology
"StoryTeller enhances how firms communicate value to their clients, and we're proud to partner with a forward-thinking company like InvestSuite to make that vision a reality.' - Ahmad El-Katib, Chief Product Officer at First Rate.
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This partnership marks a significant leap forward in client communication and digital engagement. As investors demand more intuitive and personalized insights, this integration empowers firms to move beyond data tables and charts, delivering dynamic, story-based insights that elevate the client experience. The partnership reflects the growing need for scalable, API-first tools in a market prioritizing transparency, automation, and personalized wealth experiences.
'We've built this integration from the ground up to serve the modern wealth management client," said Ahmad El-Katib, Chief Product Officer at First Rate. 'StoryTeller enhances how firms communicate value to their clients, and we're proud to partner with a forward-thinking company like InvestSuite to make that vision a reality.'
Partnership Highlights:
StoryTeller is now fully integrated into First Rate's Core 2.0 platform, enabling narrative-driven client reporting experiences.
Co-branded go-to-market efforts are underway, targeting both existing First Rate clients and strategic channel partners.
First Rate's data engine powers the narrative, ensuring consistency between performance reports and StoryTeller outputs.
API-first architecture enables seamless integration into investor portals or downstream platforms.
'Combining our storytelling technology with First Rate's robust calculation engine unlocks powerful possibilities for advisors and investors alike,' said Bart Vanhaeren, Chief Executive Officer at InvestSuite. 'Together, we're redefining what investor communication can look like.'
As the wealthtech landscape continues to evolve, this partnership positions First Rate and InvestSuite at the forefront of innovation, offering tools that are not only functional but also engaging, elegant, and future-ready. By bridging performance analytics with storytelling, this collaboration sets a new standard in how investment firms build trust and connection with their clients.
ABOUT FIRST RATE
First Rate, Inc. is a global financial solutions, services, and data partner. Founded in 1991, First Rate is headquartered in Arlington, Texas, and has offices in seven countries. First Rate is a privately held firm that serves global financial services firms, including wealth management, asset management, and bank and trust companies, with innovative financial technology. Delivering tailored solutions that enhance decision-making, strengthen client relationships, and create a lasting global impact, First Rate's culture prioritizes giving back to the industry and local communities. Additional information can be found at FirstRate.com.
InvestSuite is a B2B-oriented company, founded with the mission of helping financial institutions thrive in an ever-digital world. With the understanding of the latest demands, the company continuously adapts its solutions to best encompass the needs of clients.
InvestSuite takes a rigorous scientific approach to performance and analysis, with quants and technologists demanding relentless quality for the algorithms and processes that power all the products and services, translating raw data into meaningful and actionable insights for the everyday investor.
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