Bringing you live news and features since 2006 

Narrative Science launches wealth management reporting solution

RELATED TOPICS​

Narrative Science has launched a new wealth management solution, Quill Portfolio Review, aims to bridge the gap between customised financial reporting and the amount of data analysis, interpretation and communication skills required to deliver it.

With Quill Portfolio Review, financial advisors receive actionable, custom narrative reporting about their client’s performance and allocation so they can effectively communicate with all of their clients individually. Wealth management firms and robo-advisors can create personalised investment and financial management reporting for clients that explains progress towards their financial goals in plain English language, so the communications are simple, clear and actionable.

Quill Portfolio Review provides client portfolio analysis for advisors, whenever they need it: with goal-based, client portfolio performance analyses and summaries in narrative form, as well as personalised, narrative communications for every client, enabling client-centric, up-to-date recommendations, on-demand and at scale.

Quill Portfolio Review also provide immediate access to compliance-approved information – automated, standardised analysis and reporting in a compliant and consistent manner.

“In the increasingly complex and dynamic wealth management market, financial advisors are struggling to deliver superior, personalised client service while also demonstrating compliance in communicating performance and advice,” says Stuart Frankel, CEO of Narrative Science. “With Quill, leading financial organisations are providing automated, fully compliant and custom communications for millions of clients that give them the power to understand investments and make decisions about their financial futures.”

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by