InvestSuite commended in Consolidated Reporting category at Family Wealth Report Awards

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America. The judging panel, composed of industry experts from family offices, private banks, trusted advisors, consultants and other service providers, has selected winners on the basis of qualitative benchmarks with quantitative metrics to support. Additionally, they highlighted the resilience and remarkable customer care the winning firms have demonstrated during 2020.

Commenting on the firm’s accolade, Chris Eichhorn, business development head for InvestSuite said: "We are delighted to have been recognized for this award category by the panel of judges made up of industry experts. It is a testament to the hard work that the team put in to deliver our hyper-personalized StoryTeller product. We are excited to be launching our full product suite in the North American market, another significant step toward becoming the global leader for B2B digital investment products that serve to truly engage retail investors.”

The judges made the following flattering commentary about our StoryTeller: “We commend InvestSuite for their unique solution in this (consolidated reporting) space. They are revolutionizing portfolio reporting by breaking the traditional paradigm of how to present investment performance to human beings.”

ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms and individuals who triumphed in these awards are all worthy recipients, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not solely on quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management.

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris twenty years ago, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report and WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership awards and events program.