Wealth Management

Quill Portfolio Review 

For Advisors: Quill automatically delivers bulleted points of discussion regarding a client’s performance against goals, so financial advisors are ready for every client meeting, in seconds.

For Clients: Quill generates personalized communication regarding portfolio performance so clients have on-demand access to goal-based information via any channel, including their existing client portals, emails, letters and mobile alerts. 
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Treat every client like they're your only one

Personalized engagement at scale

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

Investment performance that's easily understood

Immediate access to investment performance in the easiest way to understand, a narrative.

Instant access to compliance-approved information

Narratives are updated anytime underlying data changes, ensuring accuracy and consistency.

See Quill Portfolio Review in action


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Additional Resources

USAA: Automating Personalization in Wealth Management

Winning in Wealth Management: Top Firms are Focused on Client Engagement

3 Reasons Why Investment Advisors Need Narratives (You Too, Robo-Advisors)

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.