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StoryTeller wins 'Client Reporting Solution' Award

StoryTeller wins 'Client Reporting Solution' Award

We won the WealthBriefing Swiss Award in the category ‘Client Reporting Solution’.

The WealthBriefing Awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.

The judges shared, "We were impressed with InvestSuite's innovative StoryTeller approach to client reporting. This approach brings data to life in a personalised and highly engaging fashion, focusing on the information gathering requirements of the client, rather than the information sending objective of the wealth manager."

More information about the awards and the full list of winners can be found on the website of the WealthBriefing Awards.