First Rate and InvestSuite join forces to integrate StoryTeller into the First Rate Core 2.0 platform, bringing next-generation narrative reporting to wealth management clients.
First Rate, a leading provider of financial technology and services to the wealth management industry, announced a strategic partnership with InvestSuite, a Belgium-based fintech specializing in white-labeled digital wealth solutions. The collaboration brings together First Rate’s trusted performance reporting and calculation engine with StoryTeller, InvestSuite’s cutting-edge narrative reporting solution, seamlessly integrated into the First Rate platform. This strategic collaboration was sparked by InvestSuite’s participation in the inaugural cohort of The Founders Arena, where First Rate proudly serves as a corporate sponsor.
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“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.”
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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.
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Source: globenewswire
