Product Description
About this Product
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
About InvestSuite
InvestSuite is a globally active B2B InvestTech company. We help financial institutions accelerate their digital wealth transformation journey and launch the most engaging
investing experiences for their customers. With our suite of white-label InvestTech solutions, we help our clients extend their product range in an agile, fast and cost-effective way so that they can stay ahead of the curve and thrive in this increasingly digital world.
Our proposed approach can be best symbolized by a bridge, providing a structural connection between two different worlds with the aim to take the best from each for the greater good of both. Well-constructed alliances with banks will provide their customers with benefits which are far superior to those that could be assembled individually. With extensive years of banking experience, our team understands the investment needs of banking customers and has true appreciation and aptitude for managing the required integration with banking systems to deliver a reliable and seamless solution.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.