A New Perspective on Portfolio Commentary

September 30, 2014 Katy De Leon

With the start of Q4 and another portfolio commentary writing period looming on the horizon, we couldn’t think of a better time to provide asset management firms the opportunity to see first hand how Quill can accelerate this historically arduous process.

We’re thrilled to announce a free 30-day trial of Quill for Portfolio Commentary. Powered by artificial intelligence, Quill has the ability to drastically accelerate the way asset management firms produce portfolio commentary for all of their distribution channels and clients.

How? Glad you asked.



Quill reduces commentary production time from weeks to just seconds so commentary is ready on Day 1 of the quarter.




Quill ensures commentary is consistent and compliant, while incorporating a firm’s tone, style and guidelines.



Quill extensively scales reporting coverage and frequency, freeing up resources to focus on more valuable work – like investment strategies and balancing risk.


How the Trial Works

1. Sign up
2. You’ll be contacted by a member of our team to get your unique trial token
3. Drag-and-drop your data files, and Quill will transform it into high-quality portfolio commentary

It’s really that simple.

We hope you give Quill a try and let us know what you think. We think it will change how you create portfolio commentary – forever.

You can learn more about all of our financial services solutions here.

Katy De Leon is the Senior Director, Marketing at Narrative Science. Connect with Katy on Google+ and Twitter.

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