Quill Portfolio Review is changing how FA's connect with their clients

Narrative Science and our platform Quill is helping wealth management firms become more effective in engaging with their clients.  

"I see no reason why a technology such as this would not take hold throughout the industry over the course of the next five to 10 years,” says Bill Butterfield, a research analyst with Boston-based Aite Group’s wealth management team. For financial advisors, “any efficiency that can be realized with non-client-facing activities will only free up the advisor to spend more time with clients and more time prospecting for new clients.” Read more in today's Financial Advisor Coverage of Quill Portfolio Review