Narrative Science, a provider of advanced natural language generation for the enterprise, has launched its new wealth management solution, Quill Portfolio Review.
Wealth Managers are experiencing increasing pressure to offer better performance for more clients at a much faster rate and under significantly tighter compliance regulations than ever before.
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This new solution, powered by artificial intelligence, enables wealth management firms to bridge the gap between the millions of people who need customized financial reporting and the overwhelming 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 personalized 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.
Key solution features:
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By GlobalData-Client portfolio analysis for advisors, whenever they need it: provides goal-based, client portfolio performance analyses and summaries in narrative form
-Personalized, narrative communications for every client: enables client-centric, up-to-date recommendations, on-demand and at scale
-Immediate access to compliance-approved information: automated, standardized analysis and reporting in a compliant and consistent manner
Narrative Science CEO Stuart Frankel said: "In the increasingly complex and dynamic wealth management market, financial advisors are struggling to deliver superior, personalized client service while also demonstrating compliance in communicating performance and advice. With Quill, leading financial organizations 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."
