InvestSuite Storyteller

InvestSuite Storyteller

Products & Services

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Based on our research, most retail investors are not satisfied with the periodic account statements they receive. Their reports usually contain unintuitive tables with numbers or high level macro-economic explanations without any clear link to the actual investments of the client. Also personal investment advisors and relationship managers find it difficult to pinpoint the main drivers for an investment portfolio’s performance. The time required to manually produce a detailed explanation of performance is roughly 1 full day. Our StoryTeller helps to explain portfolio performance in an understandable way to retail investors. It provides an in-depth view of the returns over a chosen time period and illustrates events that have impacted the performance and to what degree. All the relevant information is shown in an intuitive white-label solution, combining strong visuals with human storytelling principles.
InvestSuiteAt InvestSuite, we believe the combination of changing customer expectations, technological evolutions and the emerging new ecosystem of financial institutions, fintechs, core banking platform providers and others is creating enormous growth opportunities. With our suite of white-label solutions we help financial companies extend their product range with next-generation tools, in an agile, fast and cost-effective way. We are a pure B2B wealthtech company with a team of seasoned experts who operate across AI/machine learning, design, human insights and wealth management. Our shared goal is to create user experiences that open up new markets and drive commercial success for our clients.

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