Storyfolio harnesses the power of controlled Generative AI to transform portfolio communication at scale, enabling asset and wealth managers to engage clients more deeply and efficiently. With Sphere’s advanced AI capabilities, investment professionals can generate custom, coherent, and reliable commentaries tailored to each portfolio, explaining and contextualizing investments with precision and clarity.

Efficient, scalable commentary production
Storyfolio allows to create hundreds of personalized portfolio commentaries within minutes. This efficiency frees investment professionals to focus on high-value tasks while ensuring clients receive timely, insightful updates on their investments.

Comprehensive market and macro insights
Whether focused on Equity, Fixed Income, or Commodities, Sphere offers macro commentary customized to strategic perspective and the current market regime and detailed market insights that explain Sphere's positioning indicators, offering clients a nuanced view of market dynamics.

Tailored portfolio analysis and summaries
Each portfolio comes with an in-depth analysis, detailing profile, exposure, and risk factors, making complex financial insights accessible. For quicker updates, Sphere also provides concise summaries, perfect for clients seeking a streamlined view.

With Storyfolio, investment professionals can elevate their client communication, deliver insights tailored to individual portfolios, and deepen client engagement with powerful, AI-driven commentary.