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Narrative Science launches wealth management reporting solution


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.”

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