Asset Management

Quill Portfolio Commentary

Quill writes portfolio commentary for all your strategies and separately managed accounts (SMAs) in seconds so your firm has commentary ready on day one of the process. Customize Quill to incorporate your firm’s style, tone and guidelines, ensuring commentary is written in a consistent and compliant manner.

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Complete portfolio commentary on day one of the quarter

Cut time from weeks to seconds

Cut production time from weeks to seconds and have your commentary ready on day one of the quarter. 

Consistent & compliant

Generate consistent, compliant commentary incorporating your firm's tone, style and guidelines. 

Scale coverage & frequency

Extensively scale reporting coverage and frequency, freeing up resources to focus on more valuable work. 

Try Quill Portfolio Commentary risk-free with a 30-day trial 


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Vermilion Software Integration

Quill is now integrated into the Vermilion Reporting Suite (VRS), enabling Vermilion clients to automate the writing of portfolio commentary directly within VRS.

This integration fully streamlines and automates the client reporting process, allowing employees to scale reporting coverage and frequency through placing all client information needs in one place.

See our infographic to learn about the benefits of streamlined client reporting:

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Additional Resources

Your Portfolio Commentary Process is Complicated [INFOGRAPHIC]

Accelerate Time to Market in Asset Management button

Automating Portfolio Commentary: 3 Ways to Simplify Your Workflow

Quill Portfolio Commentary enables our team to scale delivery of more routine fund content and data updates across multiple strategies and markets, while allowing us to dedicate more of our expert resources to authoring in-depth investment perspectives and thought leadership material.