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Create a more personal client experience

Competition and disruption are having a transformative effect on the wealth management industry. Now more than ever, it’s critical to create a client service experience that stands out—one that’s highly personalized and engaging. Quill can help automate personalization at scale.

See how leading firms are transforming the client experience.

Quill Portfolio Review

Quill Portfolio Review communicates investment performance reporting in the most engaging way possible.

Financial Advisors

Be ready for a client meeting in seconds, with bulleted talking points and action items about your clients’ performance towards their goals, automatically generated by Quill Portfolio Review.

Clients

Quill Portfolio Review gives you real-time access to personalized portfolio performance reporting. Get easy-to-understand narratives integrated into your existing client portal, explaining the insights within your investment data.

Benefits

Personalized engagement,
at scale

Create customized investment performance communications, no matter the size of your book of business.

Investment performance,
easily understood

Access investment performance instantly, in the simplest format to understand—a narrative.

Compliant information,
in an instant

When underlying data changes, narratives update—keeping them current and traceable to the system of record.

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Narrative Science’s tools are helping us continue that legacy in how we serve members virtually. Those tools can take data and convert it into insights that our members can use to help manage their financial lives.

—Zachary Gipson, Chief Innovation Officer, USAA

See Quill Portfolio Review in action

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