We're thrilled to announce that InvestSuite has been recognized as winner in the "Client Reporting" category at the prestigious WealthBriefing European Awards 2025, hosted by ClearView Financial Media. This recognition celebrates our passion for creating innovative WealthTech solutions that help financial institutions transform their digital wealth journeys and create truly delightful investing experiences for their customers.

The award highlights our fresh approach to financial reporting, and acknowledges how one of our products, StoryTeller, is revolutionizing the way complex data becomes meaningful and engaging for everyday investors.

A win that reflects our mission

At InvestSuite, we're driven by the belief that investment reporting should be confusing, it should tell a story beyond numbers. In today's digital-first world, advisors and institutions need tools that tick compliance boxes, but also drive meaningful relationships between them and their clients. Now, financial institutions and independent advisors need reporting that genuinely connects with clients.

That's exactly why we created StoryTeller, our white-label reporting solution that empowers wealth managers, private banks, and financial advisors to communicate in ways that actually resonate with their clients. Taking inspiration from storytelling gurus like Pixar, StoryTeller transforms plain portfolio data into rich, narrative-driven reports that speak to each client's unique investment journey.

With StoryTeller in their toolkit, financial institutions can:

• Complement their traditional reporting with dynamic, web-based, mobile-friendly, or even audio-visual experiences

• Break down performance and ESG insights in language clients actually understand

• Cut preparation time and make client meetings more productive with scalable personalized reports

• Stay completely compliant while dramatically improving clarity, transparency and engagement

Why this award matters to InvestSuite

WealthBriefing Awards are one of the most respected voices in global wealth management, and their European Awards program is known for its tough, independent judging. This isn't just any industry prize, these awards underscore the true innovators who are solving real challenges in financial services.

In 2025, the competition was fiercer than ever, with over 1,200 companies in the running. Winners were chosen because they tackle genuine problems across the wealth management value chain, from digitization hurdles to client experience pain points.

As Stephen Harris, CEO of ClearView Financial Media put it: "Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year."

For us at InvestSuite, this award validates what drives us every day: building technology that helps financial institutions realize their digital wealth transformation journey while creating the most delightful investing experiences for their customers.

Building the future of wealth management

This recognition aligns perfectly with our core mission: to democratize digital wealth management and make investing more accessible, intuitive, and human. As financial institutions face mounting pressure to modernize their platforms and connect with younger, tech-savvy investors, tools like StoryTeller bridge the crucial gap between complex financial data and meaningful human interaction.

Whether it's boosting client engagement, enhancing ESG transparency, or streamlining advisor communication, StoryTeller is designed to grow alongside institutions as they evolve.

Thanks to our team, clients, and partners

We couldn't have achieved this without the contribution of our team, the trust of our clients, and the help of our partners. Thank you for believing in our vision and working on our side to make it become a reality.