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Automated financial reporting software maker Narrative Science has released a new wealth management solution, called Quill Portfolio Review, officials say.
The new solution aims 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,” according to a company statement.
Quill Portfolio Review delivers customized narrative reporting about their client’s performance and allocation that’s fully automated, to enhance the level of communication between wealth managers and each of their individual clients, say vendor officials. Using these reports, “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,” the statement says.
“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,” says Stuart Frankel, CEO of Narrative Science, in a prepared statement.
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