Acronym
InvestSuite
Product ID
StoryTeller
Description

StoryTeller is an API-based solution which, based on minimal input data requirements, allows financial institutions to automatically generate narrative-based reports that explain the how and why of the performance of their clients' investments.

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Features

StoryTeller is an API-based solution which, based on minimal input data requirements, allows financial institutions to automatically generate narrative-based reports that explain the how and why of the performance of their clients' investments:

  • Hyper-personalized
  • Automatic
  • Artificial Intelligence
Vendors
Management Style
Schwab Products
Section
Solution
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