Transform your data into personalized, interactive video episodes for customers, account managers, executives, and researchers with Storyline's AI technology.

Intelligently monitor performance

  • Monitor net worth, liquidity, income types, asset allocations, rank holdings and individual positions.

Personalize communications

  • Personalize the internal and external communication of portfolio insights with clients through recurring AI-generated Portfolio Insights video episodes.

Deliver narrative performance reviews

  • Enhance the client experience with narrated and animated monthly portfolio performance review.