Personalized investments stories at scale
Discover StoryTeller, our white-label B2B reporting tool and engage your customers with a story on the ‘how’ and the ‘why’ of their portfolio’s financial and sustainability performance.
Personalized investments stories at scale
Discover StoryTeller, our white-label B2B reporting tool and engage your customers with a story on the ‘how’ and the ‘why’ of their portfolio’s financial and sustainability performance.
Personalized investments stories at scale
Discover StoryTeller, our white-label B2B reporting tool and engage your customers with a story on the ‘how’ and the ‘why’ of their portfolio’s financial and sustainability performance.
Personalized investments stories at scale
Discover StoryTeller, our white-label B2B reporting tool and engage your customers with a story on the ‘how’ and the ‘why’ of their portfolio’s financial and sustainability performance.
The end of difficult discussions with your clients
Narrate your financial reports
StoryTeller turns data into a captivating, Pixar-like experience, that reads like a story keeping clients interested in what's happening.
Engage and educate clients
Stories make financial reports engaging and easy to understand. They provide context, enhance transparency, and strengthen client relationships.
Increase your productivity
Our compliant system is fully automated, allowing it to operate at scale without any manual intervention.
The end of difficult discussions with your clients
Narrate your financial reports
StoryTeller turns data into a captivating, Pixar-like experience, that reads like a story keeping clients interested in what's happening.
Engage and educate clients
Stories make financial reports engaging and easy to understand. They provide context, enhance transparency, and strengthen client relationships.
Increase your productivity
Our compliant system is fully automated, allowing it to operate at scale without any manual intervention.
The end of difficult discussions with your clients
Narrate your financial reports
StoryTeller turns data into a captivating, Pixar-like experience, that reads like a story keeping clients interested in what's happening.
Engage and educate clients
Stories make financial reports engaging and easy to understand. They provide context, enhance transparency, and strengthen client relationships.
Increase your productivity
Our compliant system is fully automated, allowing it to operate at scale without any manual intervention.
The end of difficult discussions with your clients
Narrate your financial reports
StoryTeller turns data into a captivating, Pixar-like experience, that reads like a story keeping clients interested in what's happening.
Engage and educate clients
Stories make financial reports engaging and easy to understand. They provide context, enhance transparency, and strengthen client relationships.
Increase your productivity
Our compliant system is fully automated, allowing it to operate at scale without any manual intervention.
Multi-lingual
Generate portfolio or fund performance reports in multiple languages and alphabets—from Latin to Arabic and Mandarin. Sky is the limit!
Complement your reporting flow
There's no need to create a new process. No matter how you deliver your reports, simply enhance them with StoryTeller, without disrupting how you connect with your clients.
Control your message
Adapt your communication style, tone, and content to create a consistent, personalized experience that resonates with your brand voice and client preferences.
Multi-lingual
Generate portfolio or fund performance reports in multiple languages and alphabets—from Latin to Arabic and Mandarin. Sky is the limit!
Complement your reporting flow
There's no need to create a new process. No matter how you deliver your reports, simply enhance them with StoryTeller, without disrupting how you connect with your clients.
Control your message
Adapt your communication style, tone, and content to create a consistent, personalized experience that resonates with your brand voice and client preferences.
Multi-lingual
Generate portfolio or fund performance reports in multiple languages and alphabets—from Latin to Arabic and Mandarin. Sky is the limit!
Complement your reporting flow
There's no need to create a new process. No matter how you deliver your reports, simply enhance them with StoryTeller, without disrupting how you connect with your clients.
Control your message
Adapt your communication style, tone, and content to create a consistent, personalized experience that resonates with your brand voice and client preferences.
Customizable
Adapt your portfolio or fund performance reports with desired themes, visuals, colors, and messaging to match your brand identity.
But that’s not all, you can personalize content depth, language, and investment focus according to your client’s financial literacy, goals, and preferences. Adapt your reports and insights to meet each client’s unique needs, from ESG priorities and risk tolerance to the desired level of detail.
Customizable
Adapt your portfolio or fund performance reports with desired themes, visuals, colors, and messaging to match your brand identity.
But that’s not all, you can personalize content depth, language, and investment focus according to your client’s financial literacy, goals, and preferences. Adapt your reports and insights to meet each client’s unique needs, from ESG priorities and risk tolerance to the desired level of detail.
Customizable
Adapt your portfolio or fund performance reports with desired themes, visuals, colors, and messaging to match your brand identity.
But that’s not all, you can personalize content depth, language, and investment focus according to your client’s financial literacy, goals, and preferences. Adapt your reports and insights to meet each client’s unique needs, from ESG priorities and risk tolerance to the desired level of detail.
Customizable
Adapt your portfolio or fund performance reports with desired themes, visuals, colors, and messaging to match your brand identity.
But that’s not all, you can personalize content depth, language, and investment focus according to your client’s financial literacy, goals, and preferences. Adapt your reports and insights to meet each client’s unique needs, from ESG priorities and risk tolerance to the desired level of detail.
All it takes is a simple API call
On-demand, hyper-personalised and narrative-based portfolio performance reporting
1
Send a request to the StoryTeller API
The API has minimum input data requirements and allows you to parametrize the requested report.
StoryTeller retrieves financial data on the instruments in the portfolio
StoryTeller is connected to Morningstar and Refinitiv to retrieve financial data on individual instruments (price, composition, classification, ESG ... ). StoryTeller can also connect to lnvestSuite's Custom Data service, to which you can post your custom data more timely and accurately.
2
3
StoryTeller calculates insights
Via in-house built algorithms, StoryTeller calculates insights on returns, performance attribution, exposures, transactions, SDG contributions, ESG data metrics, news article retrieval and summarization (Al & ML), performance simulations, risks ... StoryTeller can also take your custom numbers if provided.
StoryTeller creates a data-driven story
Insights are generated as data variables. These variables are used within a large scenario-based text template database to generate a data-driven story. StoryTeller's white-label text database can be validated by your compliance teams and configured to your tone of voice. This way you keep full control over what can be said in a report.
4
5
StoryTeller stores the output on your side
The story can be created in print-friendly, podcast, and video formats, as well as an app-responsive format, allowing for an interactive experience within your native banking applications.
All it takes is a simple API call
On-demand, hyper-personalised and narrative-based portfolio performance reporting
1
Send a request to the StoryTeller API
The API has minimum input data requirements and allows you to parametrize the requested report.
StoryTeller retrieves financial data on the instruments in the portfolio
StoryTeller is connected to Morningstar and Refinitiv to retrieve financial data on individual instruments (price, composition, classification, ESG ... ). StoryTeller can also connect to lnvestSuite's Custom Data service, to which you can post your custom data more timely and accurately.
2
3
StoryTeller calculates insights
Via in-house built algorithms, StoryTeller calculates insights on returns, performance attribution, exposures, transactions, SDG contributions, ESG data metrics, news article retrieval and summarization (Al & ML), performance simulations, risks ... StoryTeller can also take your custom numbers if provided.
StoryTeller creates a data-driven story
Insights are generated as data variables. These variables are used within a large scenario-based text template database to generate a data-driven story. StoryTeller's white-label text database can be validated by your compliance teams and configured to your tone of voice. This way you keep full control over what can be said in a report.
4
5
StoryTeller stores the output on your side
The story can be created in print-friendly, podcast, and video formats, as well as an app-responsive format, allowing for an interactive experience within your native banking applications.
All it takes is a simple API call
On-demand, hyper-personalised and narrative-based portfolio performance reporting
1
Send a request to the StoryTeller API
The API has minimum input data requirements and allows you to parametrize the requested report.
StoryTeller retrieves financial data on the instruments in the portfolio
StoryTeller is connected to Morningstar and Refinitiv to retrieve financial data on individual instruments (price, composition, classification, ESG ... ). StoryTeller can also connect to lnvestSuite's Custom Data service, to which you can post your custom data more timely and accurately.
2
3
StoryTeller calculates insights
Via in-house built algorithms, StoryTeller calculates insights on returns, performance attribution, exposures, transactions, SDG contributions, ESG data metrics, news article retrieval and summarization (Al & ML), performance simulations, risks ... StoryTeller can also take your custom numbers if provided.
StoryTeller creates a data-driven story
Insights are generated as data variables. These variables are used within a large scenario-based text template database to generate a data-driven story. StoryTeller's white-label text database can be validated by your compliance teams and configured to your tone of voice. This way you keep full control over what can be said in a report.
4
5
StoryTeller stores the output on your side
The story can be created in print-friendly, podcast, and video formats, as well as an app-responsive format, allowing for an interactive experience within your native banking applications.
Use cases: Portfolio and Fund Reporting
With minimal input, StoryTeller autonomously retrieves financial data, calculates insights, and creates white-label reports customized to your brand guidelines and tone of voice.
Portfolio reporting: deliver personalized stories explaining the "how" and "why" of financial results, including attribution analysis, long-term performance context, and sustainability metrics.
Fund commentary: StoryTeller generates compliant reports with detailed performance attribution, SDG contributions, and relevant news summaries from over 30,000 global sources.
Use cases: Portfolio and Fund Reporting
With minimal input, StoryTeller autonomously retrieves financial data, calculates insights, and creates white-label reports customized to your brand guidelines and tone of voice.
Portfolio reporting: deliver personalized stories explaining the "how" and "why" of financial results, including attribution analysis, long-term performance context, and sustainability metrics.
Fund commentary: StoryTeller generates compliant reports with detailed performance attribution, SDG contributions, and relevant news summaries from over 30,000 global sources.
Use cases: Portfolio and Fund Reporting
With minimal input, StoryTeller autonomously retrieves financial data, calculates insights, and creates white-label reports customized to your brand guidelines and tone of voice.
Portfolio reporting: deliver personalized stories explaining the "how" and "why" of financial results, including attribution analysis, long-term performance context, and sustainability metrics.
Fund commentary: StoryTeller generates compliant reports with detailed performance attribution, SDG contributions, and relevant news summaries from over 30,000 global sources.
Use cases: Portfolio and Fund Reporting
With minimal input, StoryTeller autonomously retrieves financial data, calculates insights, and creates white-label reports customized to your brand guidelines and tone of voice.
Portfolio reporting: deliver personalized stories explaining the "how" and "why" of financial results, including attribution analysis, long-term performance context, and sustainability metrics.
Fund commentary: StoryTeller generates compliant reports with detailed performance attribution, SDG contributions, and relevant news summaries from over 30,000 global sources.
Make it yours
Drive new levels of engagement, improve transparency and trust, increase efficiency and consistency along the way
AI-based video report
Generate a dynamic video summary of your portfolio, powered by AI, for a clear and engaging overview.
PDF Version
Offer your clients a printable report rich in deep insights, ESG data, related educational content and explanations on major drivers of their investment performance.
Web & Mobile Version
Let your clients navigate their portfolio report through an interactive desktop or mobile version.
Podcast Generation
Include an auto-generated podcast feature, providing a more interactive and engaging way to share portfolio performance insights.
Make it yours
Drive new levels of engagement, improve transparency and trust, increase efficiency and consistency along the way
AI-based video report
Generate a dynamic video summary of your portfolio, powered by AI, for a clear and engaging overview.
PDF Version
Offer your clients a printable report rich in deep insights, ESG data, related educational content and explanations on major drivers of their investment performance.
Web & Mobile Version
Let your clients navigate their portfolio report through an interactive desktop or mobile version.
Podcast Generation
Include an auto-generated podcast feature, providing a more interactive and engaging way to share portfolio performance insights.
Make it yours
Drive new levels of engagement, improve transparency and trust, increase efficiency and consistency along the way
AI-based video report
Generate a dynamic video summary of your portfolio, powered by AI, for a clear and engaging overview.
PDF Version
Offer your clients a printable report rich in deep insights, ESG data, related educational content and explanations on major drivers of their investment performance.
Web & Mobile Version
Let your clients navigate their portfolio report through an interactive desktop or mobile version.
Podcast Generation
Include an auto-generated podcast feature, providing a more interactive and engaging way to share portfolio performance insights.
Make it yours
Drive new levels of engagement, improve transparency and trust, increase efficiency and consistency along the way
AI-based video report
Generate a dynamic video summary of your portfolio, powered by AI, for a clear and engaging overview.
PDF Version
Offer your clients a printable report rich in deep insights, ESG data, related educational content and explanations on major drivers of their investment performance.
Web & Mobile Version
Let your clients navigate their portfolio report through an interactive desktop or mobile version.
Podcast Generation
Include an auto-generated podcast feature, providing a more interactive and engaging way to share portfolio performance insights.
Ready to take your customer experience to the next level?
Please complete the form below and one of our experts will contact you to make further arrangements.
Looking forward to connect!
What's everyone reading?
How storytelling activates pension savers. Insights from user testing.
The ‘Simpler Statements’ guidelines in the UK or the IORP II guidelines in Europe are pushing towards clearer and easier-to-read pension benefit statements and the industry is taking notice. We designed a StoryTeller report, specifically aimed at pension savers, and tested it with the clients of one of Denmark’s largest pension funds. How did these average pension savers respond to seeing, reading and hearing the story of their personal investments? The results are as obvious as they are thought-provoking.
Read more
When portfolio reporting becomes a differentiator
Portfolio reporting presents a unique opportunity for execution-only platforms to differentiate their offering in a way that does not involve lower prices or access to more markets and products. To find out how to turn (what is usually considered) a transactional obligation into a distinctive service feature, we conducted exploratory field research. From in-depth interviews with self-investors in Brussels, Warsaw and Copenhagen we learned that there are five rules of thumb to create truly engaging reports.
Read more
What's everyone reading?
How storytelling activates pension savers. Insights from user testing.
The ‘Simpler Statements’ guidelines in the UK or the IORP II guidelines in Europe are pushing towards clearer and easier-to-read pension benefit statements and the industry is taking notice. We designed a StoryTeller report, specifically aimed at pension savers, and tested it with the clients of one of Denmark’s largest pension funds. How did these average pension savers respond to seeing, reading and hearing the story of their personal investments? The results are as obvious as they are thought-provoking.
Read more
When portfolio reporting becomes a differentiator
Portfolio reporting presents a unique opportunity for execution-only platforms to differentiate their offering in a way that does not involve lower prices or access to more markets and products. To find out how to turn (what is usually considered) a transactional obligation into a distinctive service feature, we conducted exploratory field research. From in-depth interviews with self-investors in Brussels, Warsaw and Copenhagen we learned that there are five rules of thumb to create truly engaging reports.
Read more
What's everyone reading?
How storytelling activates pension savers. Insights from user testing.
The ‘Simpler Statements’ guidelines in the UK or the IORP II guidelines in Europe are pushing towards clearer and easier-to-read pension benefit statements and the industry is taking notice. We designed a StoryTeller report, specifically aimed at pension savers, and tested it with the clients of one of Denmark’s largest pension funds. How did these average pension savers respond to seeing, reading and hearing the story of their personal investments? The results are as obvious as they are thought-provoking.
Read more
When portfolio reporting becomes a differentiator
Portfolio reporting presents a unique opportunity for execution-only platforms to differentiate their offering in a way that does not involve lower prices or access to more markets and products. To find out how to turn (what is usually considered) a transactional obligation into a distinctive service feature, we conducted exploratory field research. From in-depth interviews with self-investors in Brussels, Warsaw and Copenhagen we learned that there are five rules of thumb to create truly engaging reports.
Read more