We’re excited to announce a groundbreaking partnership with First Rate, a leading U.S.-based wealthtech innovator. Together, we’re integrating InvestSuite’s StoryTeller platform into First Rate’s Core 2.0, setting a new standard for performance reporting in the wealth management industry.
What This Partnership Means:
Narrative-Driven Reporting: Transforming complex data into clear, client-friendly stories that are easier to understand and more engaging for investors.
Seamless Integration: Enhancing First Rate’s platform with intuitive, customizable reporting tools that meet the evolving needs of wealth managers.
Global Impact: Empowering financial institutions around the world to deliver superior client experiences, backed by the latest in narrative-driven reporting technology.
David Connor, Managing Director North America at InvestSuite, commented:
“We’re excited to leverage First Rate’s best-in-class performance reporting solutions with our narrative-driven storytelling capabilities. The result is accurate and in-depth reporting that is easy for the client to understand. It’s a first for the industry.”
Ahmad El-Katib, Chief Product Officer at First Rate, added:
“We’ve built this integration from the ground up to serve the modern wealth management client. The StoryTeller platform 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.”
Together, InvestSuite and First Rate are shaping the future of wealth management reporting, helping financial institutions better serve their clients with transparency, clarity, and precision.
