StoryFolio: Customized Portfolio Reporting With Gen-AI

In today’s competitive environment, high-quality reporting is no longer a regulatory obligation, it is a core enabler of differentiation and sustainable client relationships. This paper explores how StoryFolio equips asset and wealth managers to meet the growing expectations of modern investors, translating complex portfolio data into clear, insightful, and accessible communication.

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MDOTM is the global provider of AI-driven investment solutions for Institutional Investors. Founded in London in 2015, the company has a team of over 100 physicists, data scientists, engineers, and finance professionals. MDOTM provides Portfolio Advisory and Asset Allocation services to Banks, Insurance Companies, Family Offices, Pension Funds, Wealth and Asset Managers. Financial institutions across the UK, Europe, and the US leverage MDOTM’s advisory and its AI platform to support their investment process.
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