When small teams
Clients expect reports that explain their portfolio, not standard tables. Our AI employee creates personal reports directly from your custody data and writes the commentary in your wording. You review before anything is sent.
Three situations from the daily reality of independent wealth managers.
Reports are assembled, formatted and annotated per client, quarter after quarter.
Our answer: The AI employee creates the reports as drafts; you review and refine.
Reports look different depending on who prepared them; quality fluctuates.
Our answer: Format templates ensure a consistent appearance for every report.
The personal assessment that makes a report valuable falls victim to the clock.
Our answer: Commentary drafts follow your previous language and your guidelines.
Positions, performance and transactions come straight from your systems.
Written in your tone, with the reference points that fit this client.
Every report follows your layout, from cover page to appendix.
Every report is a draft; only after your approval does it go out.
The recurring run is prepared; you focus on the statements.
Answer interim client questions with a current analysis.
The meeting document with performance and outlook is ready on time.
We clarify your starting point, goals and constraints. Free of charge and without obligation.
In the workshop we define report format, data sources and commentary style. At a fixed price.
We create the first reports for selected mandates 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.
From your portfolio management system or the custodian bank data you approve. The AI employee does not calculate; it presents.
We work with the common interfaces and data formats of Swiss custodian banks. Details are clarified in the workshop.
In Switzerland, via Azure OpenAI in the Switzerland North region. Exactly this setup is in productive use with T&T International.
Introductory call free of charge, workshop and pilot at a fixed price, ongoing operations billed monthly.
Show us one of your current reports. We will show you what the AI employee draft looks like.