The Problem
Advisors and operations teams lose 3-4 weeks every quarter manually gathering data from custodians, formatting spreadsheets into slide decks, and writing generic commentary. This administrative bottleneck creates a hard ceiling on the number of households an advisor can manage, effectively freezing firm growth regardless of lead flow. Highly paid financial professionals are trapped doing low-value data entry during the exact moments clients need them most.
Revenue Impact
Hard cap on AUM growth; advisors cannot onboard new households because existing client service consumes all capacity.
Cost Impact
High-value advisory hours ($300+/hr) wasted on low-value data aggregation and formatting.
Risk
Increased error rate from manual copy-pasting across spreadsheets; generic commentary fails to reassure clients during market volatility.
Portfolio Data Analyst
AI AgentConnects to custodian data/PMS to aggregate performance numbers and identify key variances.
What The AI Does
Ingests transaction and holdings data from CSV or API
Calculates period performance vs. benchmarks
Identifies top winners/losers contributing to variance
Flags portfolio drift or rebalancing needs
Generates visualization-ready data datasets
Narrative Generator
AI AgentSynthesizes the firm's CIO market outlook with the specific client's portfolio reality to write the 'Why'.
What The AI Does
Ingests firm's quarterly market outlook/CIO notes
Drafts personalized executive summary for the client
Explains specific underperformance/overperformance contextually
Adjusts tone based on client sophistication level
Formats output into firm-branded PDF or Slide deck
Advisor Final Sign-Off
Human ReviewEnsures the narrative aligns with the advisor's personal relationship with the client before sending.
Review Criteria
Expected Impact
Moving from 'manual construction' to 'executive review'.
Before:
Advisors spend 1-1.5 hours per client manually pulling data, updating Excel charts, and writing repetitive emails.
After:
Advisors receive a fully drafted, formatted report in their inbox for a 5-minute review and sign-off.
Result:
90% reduction in time-per-report (from ~60 mins to ~5 mins)