MC8 · Financial Services · Client Reporting Automation
AI Client Reporting Automation for Wealth Management and RIAs
Wealth managers and RIAs spend 15–20% of their time producing client reports — a process that AI can automate without sacrificing the personalisation clients expect. We build AI reporting systems that pull portfolio data, generate plain-English commentary, flag significant events, and produce branded PDF reports ready for client delivery.
The real problems we solve
Client reports generated in minutes instead of hours per client
Personalised commentary that references each client's specific holdings and goals
Automated regulatory disclosures included in every report
Advisor review time reduced to 5 minutes per report from 45 minutes
Report delivery frequency increased from quarterly to monthly at no additional cost
Frequently asked questions
Can AI generate compliant investment commentary?
AI generates draft commentary that your advisors review before sending. The system is designed to produce compliant, accurate language — but human review remains part of the workflow for regulatory reasons.
Which portfolio management systems do you integrate with?
We integrate with Orion, Tamarac, Advent, Schwab PortfolioCenter, and most custodian data feeds. Custom integrations are available for proprietary systems.
How do we maintain the personal touch clients expect?
The AI system is trained on each advisor's communication style and each client's preferences. Reports reference specific conversations, goals, and milestones — clients consistently report that AI-generated reports feel more personalised than manually written ones.
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