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StoryFolio
Made by MDOTM
Generates account-level portfolio commentary with controlled generative AI; part of MDOTM's Sphere platform, backed by a $27M growth round led by Expedition Growth Capital.
StoryFolio is a client reporting product from MDOTM. Generates account-level portfolio commentary with controlled generative AI; part of MDOTM's Sphere platform, backed by a $27M growth round led by Expedition Growth Capital. MDOTM is based in London, England and was founded in 2015. Buyside Fintech verified that MDOTM lists this product on the vendor's own website on 2026-10-11, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because MDOTM does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about StoryFolio appear below, and anyone at a firm that uses it can add one.
What practitioners say
Questions and notes
How MDOTM describes itself
MDOTM helps Asset Managers make AI-driven investment decisions across the US, UK, and the EU. MDOTM's AI platform offers portfolio optimisation and insights for your asset allocation.
MDOTM’s own website, read 2026-08-30
Their words, not ours, and about the company rather than this product. It is not an assessment and nothing in it has been checked.