What GenAI brings to reporting
Scale at speed
Hundreds of personalized commentaries in minutes.
Hundreds of personalized commentaries in minutes.
Consistent voice
Firm tone, terminology and format applied consistently.
Firm tone, terminology and format applied consistently.
Multilingual output
Client reports in multiple languages.
Client reports in multiple languages.
Why raw GenAI is not enough
Hallucination risk
Models invent facts that read convincingly but aren't grounded in the portfolio.
Models invent facts that read convincingly but aren't grounded in the portfolio.
Numerical incoherence
Figures can drift out of sync with the data.
Figures can drift out of sync with the data.
Compliance exposure
Generated text with no traceable link to its source can't be audited.
Generated text with no traceable link to its source can't be audited.
StoryFolio's core
Controlled Generative AI
For outputs that are reliable, compliant and traceable.
1. Package
The data layer computes performance, attribution and positioning into a structured input.
2. Verify
A control layer ensures data is accurate, consistent and relevant before passing to the LLM.
3. Generate
The LLM writes text only from verified inputs. No data interpretation, no broken guardrails.
Reporting capabilities
• Investment intelligence
Trade Commentary · Trade Rationale · Model Change Notice · Model Portfolio Summary · Custom Model Report.
• Advisor enablement
Advisor Talking Points · Quarterly Fact Sheet · Monthly Performance Update · Portfolio Snapshot.
• Client communication
Market View Narrative · Investment Sector Outlook · Client Portfolio Letter — personalized by model and advisor voice.
Featured Research
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