Latest news with #FirstRate
Business Wire
15 hours ago
- Business
- Business Wire
First Rate Integrates InvestSuite's StoryTeller to Transform Client Reporting Through Narrative-Driven Technology
ARLINGTON, Texas--(BUSINESS WIRE)-- First Rate, a leading provider of financial technology and services to the wealth management industry, today 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. "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. Share 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.' 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. ABOUT FIRST RATE First Rate, Inc. is a global financial solutions, services, and data partner. Founded in 1991, First Rate is headquartered in Arlington, Texas, and has offices in seven countries. First Rate is a privately held firm that serves global financial services firms, including wealth management, asset management, and bank and trust companies, with innovative financial technology. Delivering tailored solutions that enhance decision-making, strengthen client relationships, and create a lasting global impact, First Rate's culture prioritizes giving back to the industry and local communities. Additional information can be found at InvestSuite is a B2B-oriented company, founded with the mission of helping financial institutions thrive in an ever-digital world. With the understanding of the latest demands, the company continuously adapts its solutions to best encompass the needs of clients. InvestSuite takes a rigorous scientific approach to performance and analysis, with quants and technologists demanding relentless quality for the algorithms and processes that power all the products and services, translating raw data into meaningful and actionable insights for the everyday investor.
Business Wire
08-05-2025
- Business
- Business Wire
First Rate Launches Alts Data Management Solution to Revolutionize Wealth Management Operations
ARLINGTON, Texas--(BUSINESS WIRE)--First Rate, a leading provider of financial technology solutions, is thrilled to announce the launch of its cutting-edge Alts Data Management solution, designed to revolutionize how wealth management firms handle alternative investment data. This new offering builds upon First Rate's 15+ years of experience in the alternative asset management space, providing a fully operational platform that helps firms efficiently manage, analyze, and gain insights from their alternative investment portfolios. "We're proud to offer a solution that makes managing alternative data simpler and more accurate than ever before." Share As wealth management firms increasingly turn to alternative assets to diversify and enhance client portfolios, the complexity of managing data across multiple asset types can become overwhelming. First Rate's Alts Data Management solution is here to simplify this process by delivering a powerful set of tools that streamline data management and drive operational efficiency. Key Features of the Alts Data Management Solution: Automated Data Processing: Reduce manual errors and enhance efficiency by automating data collection and processing, ensuring accurate, timely information at your fingertips. Real-Time Dashboards: Gain comprehensive, real-time insights into your alternative investments, allowing you to make informed decisions faster and with greater confidence. Document Management and Flow Automation: Streamline document flows for your alts investment portfolios. First Rate automates access to your investor portals and monitors the process 24/7, so you never miss a time-sensitive document. Seamless Integration: Easily incorporate our solution into your existing systems, ensuring a smooth transition and enhanced functionality without disrupting your current operations. 'First Rate has long been a trusted partner in the alternative space, and we're excited to take it a step further with the launch of our Alts Data Management solution and services,' said Emily Traxler, Managing Director of Data Services. 'We understand the complexities of managing alternative investments, and this solution will empower wealth management firms to operate more efficiently while gaining deeper insights into their portfolios. We're proud to offer a solution that makes managing alternative data simpler and more accurate than ever before.' At First Rate, we are committed to delivering innovative technology solutions that empower our clients to thrive in the complex world of wealth management. With more than 30 years of experience providing solutions and services to the wealth management industry, our global team continues to serve clients, coworkers, and communities with dedication, humility, and gratitude, consistently providing tools that drive real value and foster growth. Discover how our Alts Data Management solution can transform your operations and provide the accurate, timely insights that are crucial for success in today's evolving wealth management landscape. About First Rate, Inc. First Rate, Inc. is a global financial solutions, services, and data partner. Founded in 1991, First Rate is headquartered in Arlington, Texas, and has offices in seven countries. First Rate is a privately held firm that serves global financial services firms, including wealth management, asset management, and bank and trust companies, with innovative financial technology. They deliver tailored solutions that enhance decision-making, strengthen client relationships, and create a lasting global impact. First Rate's culture prioritizes giving back to the industry and local communities. Additional information can be found at
