Arlington, TX – 26th of June 2025 – 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 specialising 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 partnership marks a significant leap forward in client communication and digital engagement. As investors demand more intuitive and personalised 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 prioritising transparency, automation and personalised wealth experiences.
“We have built this integration from the ground up to serve the modern wealth management client. 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,” said Ahmad El-Katib, Chief Product Officer at First Rate.
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 advisers and investors alike. Together, we are redefining what investor communication can look like,” said Bart Vanhaeren, Chief Executive Officer at InvestSuite.
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.
For more information about First Rate, please visit www.FirstRate.com or email info@firstrate.com.
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 prioritises giving back to the industry and local communities.
About InvestSuite
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.
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