AI Client Reporting for Wealth Managers and RIAs

Quarterly reporting time reduced from 40 hours to under 3 hours

Personalised performance narratives generated for every client

Reports delivered automatically on schedule with zero manual intervention

Client engagement with reports increased by 45%

Advisor capacity freed for high-value client relationship work

Which custodians and portfolio management systems can be integrated?

We integrate with Schwab, Fidelity, TD Ameritrade, Pershing, and most major custodians via their data feeds. On the portfolio management side, we integrate with Orion, Tamarac, Riskalyze, and Black Diamond.

Can AI generate the narrative commentary that explains performance?

Yes. AI narrative generation systems produce plain-English performance commentary that explains returns in the context of market conditions, the client's specific portfolio, and their stated goals. The narratives are reviewed by the advisor before delivery.

How do we ensure client data security in an AI reporting system?

Client data security is the foundational design requirement for financial services AI systems. We implement data encryption at rest and in transit, role-based access controls, audit logging, and compliance with SOC 2 requirements. No client data is used to train external AI models.