What are
Portfolio Stories?
A Portfolio Story is an AI-powered narrative that goes beyond a single stock or fund to capture the health, strengths, and risks of an entire portfolio. It blends performance, allocations, and market context into one cohesive story.
Personalized and Scalable
Portfolio Stories are designed to simplify the complex, combining interactive visuals, SmartText™ summaries, and dynamic Q&A framing to show gain/loss, portfolio drivers, and market impact — refreshed in real time.
Precision MIND™ AI
Powered by MIND™ AI, Portfolio Stories draw from thousands of trusted market, fund, and account-level data sources. Every narrative is precise, compliant, and personalised to the client context.
Drive Growth via Engagement
Portfolio Stories give investors a clearer understanding of their portfolio, advisors a stronger client conversation tool, and firms a scalable way to deliver transparency and trust.
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
Bring retail investors closer to their investments with portfolio-wide narratives that explain daily and long-term performance as well as build confidence and drive platform engagement.
- Wealth Management
Advisers can use Portfolio Stories to simplify review meetings and demonstrate value by providing clients clear pictures of how their goals are tracking.
- Asset Management
Provide institutional clients or distribution partners with portfolio-level analysis that connects holdings to broader market narratives.
- Media & News
Give subscribers the ability to upload actual and trial portfolios, and subsequently generate engaging portfolio-level content that illustrates how markets affect different risk tolerances and portfolio types.
