Portfolio Commentary : Use Case Download

Download the use case 

Personalized reporting for every customer

Cut your portfolio reporting from days to seconds with our Artificial Intelligence software. With the click of a button you can generate written reports from your customers portfolio data to provide personalized content that will educate and engage your clients.


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The writing process is automated, yet every word reads as if you had written it because we embed your expertise and tone of voice through our smart knowledge capture.

Features and benefits:

  • Save time and dedicate more time to growing your business
  • Embed your expertise
  • Keep customer regularly informed to improve customer engagement
  • Educate your customers with detailed reports tailored to their investor profile
  • Let your customers generate their own reports anytime day or night

Download the use case to learn more

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