Automated client reporting for investment firms. Every pack, one click.
Quarterly reporting packs generated straight from your portfolio data. Branded, analyst-reviewed, and out the door the same day.
You know this week
- Quarter-end means two weeks of copying numbers from Excel into Word.
- Three people check every pack. A stale figure still slips through.
- Clients get their reports a month after quarter-end. They notice.
The system, end to end
A reporting engine built on your templates and your data. It pulls the portfolio figures and builds each client’s pack — performance, holdings, fees, draft commentary — in your branding.
The morning after quarter-end, draft packs are in your analysts’ inbox. They review, adjust the commentary, approve. Every approved pack goes out the same day.
Every number traces back to source data, so review is a check, not a rebuild.
AI reporting for investment firms only works if compliance can trust it. Every figure traces to source, so this is client reporting automation an FSCA-regulated firm can stand behind.
The manual version costs you
- Days of analyst time each quarter lost to copy-paste and formatting.
- The version-control errors that come from figures pasted by hand.
- The reporting backlog that pushes client conversations into next month.
Straight answers
Is our clients’ data safe?
Yes. Client data is encrypted, handled under POPIA, and never used to train AI models. The system runs on infrastructure we operate for you — not a shared account.
What does it work with?
Your portfolio system’s exports — spreadsheets, CSVs, custodian reports. If it can export a file, we can work with it. Your Word and PowerPoint templates stay yours.
How long does it take?
Two to four weeks. We pilot on last quarter’s real data, and you compare our packs against the ones you actually sent.
How is it priced?
A fixed price for the pilot, then a flat monthly fee. No per-report or per-client charges. You get the full number before we start.
Book a free 15-minute call
Fifteen minutes. You describe the problem, we tell you straight whether we can solve it.
Book a free 15-minute callWe build for two other industries too