InvestSuite announced the U.S. launch of StoryTeller, an AI-powered performance reporting solution designed to transform how advisors and asset managers communicate portfolio performance to clients.
StoryTeller replaces traditional static reports with dynamic, narrative-driven content that explains not only what happened in a portfolio, but also why it matters. The platform generates personalized, multi-format stories from portfolio data, helping advisors deliver more engaging and understandable insights to clients.
The AI-native tool creates tailored narratives based on individual client profiles and investment knowledge, while also providing advisors with curated talking points and real-time insights during client interactions. This enables more informed conversations and enhances client engagement.
The platform supports multiple content formats, including video, podcast, interactive digital experiences, and PDF reports, allowing advisors to deliver information in ways that align with evolving client preferences.
StoryTeller integrates with major data providers and uses API-based automation to streamline reporting workflows, reducing the need for manual quarterly reporting while maintaining compliance standards through customizable, pre-approved content.
The launch reflects broader industry trends toward digital engagement, personalization, and the use of artificial intelligence to enhance client communication and transparency in wealth management.
KEY QUOTES:
“Performance reporting is one of those bedrock activities advisors and asset managers have provided investors with little to no innovation for many years, which often involves static paper-based presentations. InvestSuite set out to disrupt this performative activity with StoryTeller, an evolutionary, compliance-friendly reporting tool that provides engaging, personalized, and multi-format stories that can spark new levels of conversation and understanding between an advisor or asset manager and the end client.”
Bart Vanhaeren, Chief Executive Officer, InvestSuite
“As a former financial advisor, I can validate the fact that whether you work for an RIA, broker-dealer, or private bank, performance reporting is often a cumbersome and time-intensive process that strains the patience, time, and resources of an individual advisor or team. StoryTeller effectively supports stronger client engagement and retention by giving clients a personalized, educational, and enhanced reporting experience, while the advisor is provided with guidance on their talk track, which leverages AI to give intelligence and insights on the client portfolio performance.”
David Connor, Managing Director, North America, InvestSuite
