What are
Fund Stories?
A Fund Story is an AI-powered narrative that explains a fund’s performance, holdings, and strategy in a clear, client-ready format. It weaves together returns, benchmarks, and market context into one easy-to-read update.
Distinctive and Educational
Fund Stories are designed to educate and differentiate, Fund Stories use dynamic visuals and plain-language explanations to show what’s driving performance — presented in a Q&A format and refreshed with real-time data.
Compliant MIND™ AI
Powered by MIND™ AI, They use thousands of trusted data sources and advanced deterministic models to surface the insights that matter most. Every story is accurate, compliant, and tailored to your audience.
Driving Engagement
They build confidence in funds, strengthen distribution conversations, and make every update more persuasive — whether reinventing the fact sheet, used in a client review, or delivered through a model marketplace.
Drive results with Stories
2x
More likely to trade
with Stories
90%
Viewers reach end of page
with Stories
7x
More likely to open an account with Gamification
6M+
AI Insights delivered daily via Communify Platform
- Online Brokerage
Enhance fund pages with dynamic narratives that explain performance drivers and portfolio composition — giving retail investors dynamic charts and compliant context all in one place.
- Wealth Management
Advisers can use in review meetings or client portals to explain results and show differentiation without extensive preparation.
- Asset Management
Transform performance updates into powerful marketing and sales tools. Fund Stories help wholesalers, product specialists, and sales teams explain funds consistently and persuasively.
- Media & News
Automate the creation of publish-ready fund explainers and comparative insights to cover more with depth and consistency.
