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.