We are honoured to announce that InvestSuite has been recognized as the winner in the Client Reporting Solution category at the Wealthbriefing Swiss Awards 2026 for StoryTeller.
This recognition reflects a fundamental shift in how financial institutions communicate with their clients. Portfolio and fund reporting has long been treated as a regulatory obligation. We believe it should be something more: a moment to strengthen relationships, build trust, and demonstrate value.
Beyond Traditional Reporting
StoryTeller transforms portfolio data into personalized investment stories that explain the 'how' and 'why' behind financial and sustainability performance. Rather than presenting clients with spreadsheets and charts, StoryTeller creates narrative-driven reports that engage, educate, and empower investors to make more informed decisions.
The tool operates at the intersection of behavioural science, quantitative analysis, and user experience design. By turning data into stories, we help financial institutions move beyond transactional reporting to create meaningful client experiences that drive engagement and satisfaction.
How StoryTeller Works
StoryTeller is built on a simple premise: compelling narratives make complex information accessible. The platform operates through a straightforward API-driven process that requires minimal input whilst delivering sophisticated, personalized outputs.
When a financial institution requests a report, StoryTeller autonomously retrieves financial data on portfolio instruments from sources including Morningstar and Refinitiv. The platform can also connect to InvestSuite's Custom Data service for institutions requiring more timely or bespoke data inputs.
Using proprietary algorithms, StoryTeller calculates insights across multiple dimensions: returns and performance attribution, sector and regional exposures, transaction analysis, ESG metrics and SDG contributions, risk assessments, and relevant news from over 30,000 global sources. These insights become data variables that populate a scenario-based text template database, generating coherent narratives that adapt to each portfolio's unique characteristics.
Crucially, the template database is white-label and fully configurable to each institution's tone of voice and compliance requirements. Financial institutions maintain complete control over messaging whilst benefiting from automation at scale.
Designed for Engagement
StoryTeller delivers reports in multiple formats to meet clients where they are. The platform generates PDF versions with deep insights, ESG data, and educational content explaining the major drivers of investment performance. Interactive web and mobile versions allow clients to navigate their portfolio or fund stories at their own pace. AI-generated video summaries provide dynamic overviews for clients who prefer visual content, while the auto-generated podcast features offer another channel for clients to consume performance insights.
The platform supports multiple languages and alphabets, from Latin to Arabic and Mandarin, making it accessible to global client bases. Reports can be tailored to match brand guidelines, with configurable themes, visuals, colours, and messaging that reflect each institution's identity.
Personalization extends beyond branding. Content depth, language, and investment focus adapt to individual client characteristics: financial literacy levels, investment goals and preferences, ESG priorities, risk tolerance, and desired level of detail. This level of configurability ensures that each client receives relevant, meaningful information rather than generic commentary.
Looking Forward
This award recognizes not just StoryTeller as a product, but the principle it represents: that technology should enhance human relationships, not replace them. Financial institutions face increasing pressure to deliver digital experiences that match consumer expectations whilst maintaining the personal touch that defines wealth management.
StoryTeller addresses this challenge by automating the mechanical work of report generation whilst preserving and enhancing the human element of client communication. The platform allows institutions to deliver personalized, engaging content at scale without sacrificing quality or compliance.
We're grateful to Wealthbriefing team for this recognition, and to our clients and partners who continue to push us towards better solutions. This achievement belongs to the entire InvestSuite team, whose commitment to meaningful innovation makes our work possible.
As digital wealth management continues to evolve, we remain focused on solving real problems for financial institutions and their clients. The future of client reporting isn't just about better data visualisation or more frequent updates—it's about creating moments of genuine understanding that strengthen the client-adviser relationship.
That's the standard we're building towards. This award is a meaningful milestone, but the work continues.
