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Wealth Management Solutions
Storyline is transforming how financial services firms, including RIAs, asset managers, broker-dealers, and banks, leverage real-time, personalized, AI-powered videos to drive scalable growth while delivering exceptional client experiences.
Real-time Reporting
Deliver timely updates with personalized video reports for monthly, quarterly, year-to-date, and annual portfolio reviews, which clients prefer to engage with.
New Portfolio Proposals
Compare current and proposed portfolios through dynamic, side-by-side video presentations that simplify complex decisions for clients.
Performance Reviews
Provide insightful advisor and team performance reviews with visual storytelling that highlights key metrics.
Sales & marketing Performance
Track and communicate campaign results, lead generation, and pipeline activity through customizable videos that engage both clients and prospects.
Customizable Features
Storyline’s patent-pending, audio-visual storytelling technology allows financial firms to differentiate themselves with personalized, high-impact client communications.
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Data Integration from Multiple Sources: Seamlessly connect data from various systems to create unified, personalized content.
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Build and Customize Episodes: Tailor content to specific client segments, enabling hyper-personalized communication at scale.
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Theme Branding and Rich Media: Customize themes, branding, and add dynamic media to reinforce your brand identity.
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Embed Educational and Promotional Content: Add content that addresses client needs while promoting additional services.
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Measure Real-Time Engagement: Use analytics to track client interaction and optimize future communications.
Measurable Impact
Storyline’s AI-powered storytelling helps firms improve communication, engagement, and reporting frequency, while driving growth through:
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Increased Client Engagement: Keep clients informed and connected with content they enjoy and retain.
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Higher Conversion Rates for New Prospects: Engage mass affluent prospects with scalable, personalized video experiences.
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Enhanced Client Retention: Foster stronger relationships by delivering consistent, meaningful interactions.
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Growth in Assets Under Management: Support your growth strategy by deepening relationships and broadening reach.
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Improved Advisor Productivity: Automate routine tasks, allowing advisors to focus on high-value activities.
Addepar
Addepar consolidates and unifies all your data so you can easily analyze any portfolio, provide clients with a more complete and meaningful financial picture and offer the best possible advice.
Featured Integration Partner
Addepar
Addepar consolidates and unifies all your data so you can easily analyze any portfolio, provide clients with a more complete and meaningful financial picture and offer the best possible advice.
Popular Wealth Management Episodes
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Portfolio Review
Analysis of portfolio performance across multiple time periods with benchmark comparisons.
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Monthly Performance
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Total Portfolio Value
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Performance by Asset Class
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Performance v. Benchmarks
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Performance by Time
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Asset Class Allocation
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Asset Class Allocation
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Managed v. Non-Managed
Product Overview
Review of product performance history and role within current portfolio.
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Proposal Details
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Firm Snapshot
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Firm Background
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Firm Snapshot
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Performance of Funds
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Introduction to Fund
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Fund Projections
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Subscription Status
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Capital Call Schedule
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Personalized Recomendation
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Proposal Overview
Analysis of differences between current and proposed portfolio reallocations.
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Current Market Value
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Current Portfolio
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Proposed Portfolio
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Change by Asset Class
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Performance of Funds
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Portfolio Comparison
