Contact Us
Contact Us
Contact Us
Contact Us
Advice Engagement

InvestSuite StoryTeller

Leuven Belgium

WTIS Score

4.06

External Links and Company Info

Buyer Fit

Target firm types

  • Wealth Management Firms
  • Brokers-Dealers

Target firm size

  • Enterprise
  • Mid-Size

Product Description

Product Positioning
White-label performance reporting platform that converts portfolio data into personalized narrative-driven client communications.
Description
InvestSuite StoryTeller automates the creation of multi-format portfolio reports including video and PDF using AI to generate compliance-ready client narratives from performance data.

Integrations

InvestSuite StoryTeller has 2 integrations in our directory

Search below to find what you're looking for

Use the search above to find specific integrations

APIs and Security

Security checks

Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification

Public APIs

Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.

API authentication

None

Data refreshed live via API

Yes

Developer portal exists

Yes

Developer portal features

Glossary, Provides code samples in multiple languages, Provides the ability to enter payloads and see responses against sample data in real time, Is truly “self service” so developers can quickly create an account, log in, authenticate, connect to your APIs and receive responses?, Provides examples of successful and unsuccessful API calls, Provides the real time status of (up/down) of each API?

Developer sandbox URL

No

Warning!

You are changing the category of the product application.

Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form. 

I Understand