Assembles quarterly client reports and review packs from source-system figures, drafts performance commentary and plain-language market recaps using approved language, and runs QA on totals, benchmarks and disclosures before advisor approval.
Not yet specifiedAssistiveComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
Pull performance, allocation and transaction data from portfolio accounting
Draft commentary tied to source figures
Check totals, benchmark alignment, stale prices and required disclosures