First Rate, a provider of financial technology and services for wealth management, has formed a strategic partnership with InvestSuite, a Belgium-based fintech specializing in white-labeled digital wealth solutions, to integrate narrative reporting into First Rate’s platform.
The collaboration combines First Rate’s established performance reporting and calculation engine with StoryTeller, InvestSuite’s narrative reporting solution. This integration is now seamless within the First Rate platform, specifically its Core 2.0. The partnership originated from InvestSuite’s participation in the inaugural cohort of The Founders Arena, where First Rate serves as a corporate sponsor.
Ahmad El-Katib, Chief Product Officer at First Rate, stated, “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.” He added, “We’ve built this integration from the ground up to serve the modern wealth management client.”
This partnership aims to improve client communication and digital engagement in the wealth management sector. The integration enables firms to move beyond traditional data tables and charts, providing dynamic, story-based insights designed to enhance the client experience. The collaboration also underscores the increasing demand for scalable, API-first tools in a market that prioritizes transparency, automation, and personalized wealth experiences.
Key aspects of the partnership include:
StoryTeller’s full integration into First Rate’s Core 2.0 platform, enabling narrative-driven client reporting.
Initiation of co-branded go-to-market efforts targeting both existing First Rate clients and strategic channel partners.
First Rate’s data engine powering the narrative to ensure consistency between performance reports and StoryTeller outputs.
An API-first architecture designed for seamless integration into investor portals or other downstream platforms.
Bart Vanhaeren, Chief Executive Officer at InvestSuite, commented, “Combining our storytelling technology with First Rate’s robust calculation engine unlocks powerful possibilities for advisors and investors alike. Together, we’re redefining what investor communication can look like.”
First Rate, Inc., founded in 1991 and headquartered in Arlington, Texas, is a global financial solutions, services, and data partner for wealth management, asset management, and bank and trust companies. InvestSuite, a B2B company, focuses on helping financial institutions with digital transformation, applying a scientific approach to performance and analysis to translate raw data into actionable insights.
