Client Review Prep

To automate client review prep, you can synthesize portfolio performance data, asset allocation metrics, and planning notes into a structured meeting document. This streamlines quarterly reviews by eliminating manual data gathering overhead.

Asset allocation drift analysis identifies deviations in asset class weights relative to Investment Policy Statement targets. It automatically flags these variances to trigger proactive rebalancing discussions during client consultations.

You need access to account-level performance metrics, IPS targets, and historical meeting notes. The system synthesizes these inputs to generate accurate, compliant, and actionable client-facing summaries.

You can use this for ad-hoc client consultations, quarterly reviews, and annual checkups. It facilitates various meeting types by automating the retrieval and formatting of financial data into structured talking points.

The best way to prepare meeting agendas is to generate structured talking points covering market context, planning updates, and proactive recommendations. This ensures comprehensive coverage without the administrative burden.

Performance aggregation automatically compiles QTD, YTD, and inception-to-date metrics against benchmarks. This synthesizes portfolio performance data into a structured meeting preparation document.