Latest news with #InvestSuite
Business Wire
14 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
a day ago
- Business
- Business Wire
MyVest Partners with InvestSuite to Add Custom Model Building to SPS
SAN FRANCISCO--(BUSINESS WIRE)--MyVest, a leading provider of enterprise wealth management technology, has partnered with InvestSuite, a global B2B InvestTech company, to offer custom model portfolio construction and management at scale. The integration gives either home offices or advisors improved control over the creation of custom investment models using InvestSuite's advanced model building tools and makes them available within the Model Management module of MyVest's Strategic Portfolio System TM (SPS). These custom models can be used alongside a wide range of investment vehicles within MyVest's SPS, including mutual funds, ETFs, SMAs, and other third-party models, to build fully personalized, multi-asset class strategies. Advisors can blend home office models with custom models constructed in the InvestSuite system, and MyVest's implementation engine optimizes the entire portfolio for tax impact, risk and alignment with client personalizations. This partnership also makes it easier for firms to build custom models that include direct indexing and tax management, and make them more broadly available. Additionally, InvestSuite offers the option to use their proprietary portfolio construction methodology, InvestSuite Value at Risk (iVaR), a human-centric risk measure which controls against losses and time of recovery more than traditional symmetrical variance measures, which could enable their clients to offer a unique direct indexing service. 'InvestSuite's and MyVest's complementary strengths combine to give wealth management firms the opportunity to align unique client circumstances with tax-aware implementation at scale,' said Brian Marchiel, Chief Product Officer of MyVest. 'Working with MyVest is allowing us to close the gap between personalization and implementation,' said David Connor, Managing Director of InvestSuite. 'This partnership brings together two platforms with a shared vision: empowering advisors and institutions to deliver modern, customized investment experiences that are both scalable and cost-effective.' About MyVest MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, MyVest empowers firms to deliver personalized portfolios at scale. A subsidiary of TIAA since 2016, MyVest is headquartered in San Francisco. About InvestSuite InvestSuite is a B2B InvestTech company that offers a suite of white-label and API-based investment solutions to help financial institutions accelerate their digital wealth transformation journeys and create the most engaging investing experience for their customers. 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.
