Wealth Management

Driving growth through personalized, A.I.-powered video portfolio analysis

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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.

Data integration from multiple sources

Build and customize episodes

Customize theme branding and add rich media

Embed education and promotional content

Measure real-time engagement

Measurable Impact

Storyline’s personalized, AI-powered storytelling can help improve the quality and frequency of communications and reporting to:

Increase client engagement

Increase conversion of new prospects

Increase client retention

Increase assets under management

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

Portfolio Review

Analysis of portfolio performance across multiple time periods with benchmark comparisons.

Net Worth Overview
Returns v. Benchmark
Income & Yield
Returns by Asset Class
Portfolio Returns
YoY Comparison
Allocations by Entity
Allocations by Entity
Asset Class Allocation
Top Holdings
Individual Asset Highlights

Product Overview

Review of product performance history and role within current portfolio.

Proposal Details
Firm Snapshot
Firm Background
Firm Snapshot
Performance of Funds
Introduction to Fund
Fund Projections
Subscription Status
Capital Call Schedule
Personalized Recomendation

Proposal Overview

Analysis of differences between current and proposed portfolio reallocations.

Current Market Value
Current Portfolio
Proposed Portfolio
Change by Asset Class
Performance of Funds
Portfolio Comparison