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Wealth Management Solutions
Storyline is revolutionizing how Wealth Advisors can leverage real-time, personalized, AI-powered videos to generate:
Real-time Reporting
Monthly, quarterly, YTD, annual Portfolio Reviews
New Portfolio Proposals
Current v. New Portfolio Comparisons
Team Performance Reviews
Advisor and team performance reviews
Sales & marketing Performance
Campaigns, leads, pipeline and sales productivity
Customizable Features
Storyline’s patent-pending, audio and visual storytelling technology was built to allow firms to deliver a truly differentiated client experience.
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Data integration from multiple sources
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Build and customize episodes
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Customize theme branding and add rich media
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Embed education and promotional content
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Measure real-time engagement
Measurable Impact
Storyline’s personalized, AI-powered storytelling can help improve the quality and frequency of communications and reporting to:
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Increase client engagement
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Increase conversion of new prospects
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Increase client retention
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Increase assets under management
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Improve wealth advisor productivity
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
