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CommunicationAvailable
Portfolio Performance Narrator
Generate portfolio commentary from attribution data.
3,456uses
4.5rating
Opens in new workspace
Approved for production use
Data never leaves our systems
Audit logging enabled
v2.0.0·Dec 30, 2025·New market context engine and customizable narrative styles
What you can do
Draft professional communications
Translate across 40+ languages
Adjust tone for different audiences
Review for compliance language
Success Story
10 hours/week saved weekly
Personalized Client Updates at Scale
Wealth advisors now send personalized portfolio commentaries to 10x more clients without additional staff.
— Elena Rodriguez, Wealth Management
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