When small teams
For wealth managers with their own certificates: every actively managed certificate needs an up-to-date factsheet, month after month. Our AI employee compiles the factsheets from your price and product data, with consistent metrics and in your corporate design. Approval stays with you.
Three situations from the daily reality of independent wealth managers.
Collecting prices, updating metrics, checking the layout: the same routine per certificate and month.
Our answer: The run compiles all factsheets as drafts; you review and approve.
Depending on who prepares them, metrics are calculated or presented differently.
Our answer: Fixed formulas and a fixed layout keep factsheets consistent, month after month.
The factsheet must match the look of your firm, including the mandatory disclosures.
Our answer: The template follows your corporate design, from the colours to the disclaimer.
Performance, composition and metrics come from the supplied data, not from manual copies.
At the cut-off date, the factsheets for all certificates are ready for review.
The template is defined once and applied to every new product.
Ad-hoc analyses for a certificate are created on the same data foundation.
We clarify your starting point, goals and constraints. Free of charge and without obligation.
In the workshop we define factsheet layout, metrics and data sources. At a fixed price.
We create the first factsheets for your certificates and calibrate with you. At a fixed price.
After the pilot we take over ongoing operations, further development and training of your team as a monthly subscription.
Price and product data from the sources you approve. Metrics are derived from fixed formulas agreed with you and are disclosed.
You do. Every factsheet is a draft; only after your review is it published or sent.
In Switzerland, via Azure OpenAI in the Switzerland North region. Contract and governance documentation are included.
Introductory call free of charge, workshop and pilot at a fixed price, ongoing operations billed monthly.
Your question is not listed? The AI answers from the knowledge of this website.
Send us a current factsheet. We will show you the draft in the same format.