Portfolio commentary generation
Draft quarterly and monthly client commentary from actual holdings, performance attribution, and market data, giving portfolio managers a reviewable first draft instead of a blank page.
Industries
AI systems for asset and wealth management
We build production AI for asset managers and wealth advisors: commentary generation, client reporting, and compliance monitoring that runs against your portfolio and CRM data, with a human sign-off on every client-facing output.
Where this fits
Client reporting, research summarisation, and suitability documentation consume a disproportionate share of a portfolio manager’s week. Analysts write the same style of quarterly commentary hundreds of times over; relationship managers assemble DDQ and RFP responses from scratch for every mandate; compliance teams check suitability records manually because the CRM and portfolio systems do not talk to each other cleanly.
We build systems that draft the first pass of that work directly from your portfolio, CRM, and research data, and leave the sign-off with your team. Commentary generation pulls from actual holdings and performance attribution rather than a template; ESG data extraction reads fund documents and tags disclosures against your taxonomy; compliance monitoring flags suitability and MiFID II exceptions before a regulator would. Everything is built to run against your existing portfolio management and CRM systems, with output that a relationship manager reviews and signs before it reaches a client.
Named solutions
What we build for Asset & Wealth Management
02
Client reporting automation
Assemble client reports and factsheets directly from portfolio and custodian data, with consistent formatting and numbers that tie back to source without manual reconciliation.
03
Investment research summarisation
Summarise broker research, earnings calls, and filings into structured notes tagged by sector and thesis, so analysts spend their time on judgement, not reading volume.
04
ESG data extraction & tagging
Extract ESG disclosures from fund and issuer documents and tag them against your taxonomy, supporting SFDR reporting without a manual document review each cycle.
05
RFP / DDQ response drafting
Draft responses to due-diligence questionnaires and RFPs from your existing knowledge base, keeping answers consistent across simultaneous mandates.
06
Robo-advisory decision support
Build the underlying allocation and rebalancing logic behind a digital advice offering, with every recommendation traceable to the rule or model that produced it.
07
Performance attribution narratives
Turn attribution output into plain-language explanations of what drove performance, ready for a client conversation without additional drafting.
08
Suitability & MiFID II monitoring
Cross-check portfolio composition against client risk profiles and mandates, flagging suitability exceptions for review before they surface in an audit.
09
Fund administration document intelligence
Extract data from subscription documents, capital call notices, and administrator statements into structured records, reducing manual re-keying across systems.
How we work
Our delivery process
- 01
Discovery & data audit
We map your portfolio, CRM, and research systems and the compliance rules that govern client-facing output.
- 02
Data integration
We connect to portfolio management, custodian, and CRM data under your access controls, with source lineage preserved.
- 03
Model build & validation
We build drafting and monitoring models and validate output against a sample your compliance and investment teams review.
- 04
Deployment with sign-off gates
Systems ship with a mandatory human-review step before anything reaches a client, logged for your records.
- 05
Monitoring & retraining
We track drafting quality and monitoring accuracy over time and retrain as your product range or client base changes.
Compliance
Built for the asset management compliance stack
Systems we deploy for asset managers and wealth advisors are designed around MiFID II suitability and disclosure obligations, SFDR requirements for ESG-labelled products, EU AI Act provisions for AI used in investment decisions, and GDPR handling of client data. Every client-facing draft, whether commentary, report, or RFP response, carries a human sign-off step, and every automated compliance check is logged with the rule and data it evaluated, so a supervisory review has a clear trail to follow.
Frequently asked questions
Does the system make investment decisions, or just draft and monitor?
It drafts and monitors. Allocation, rebalancing, and any client-facing recommendation are decisions your portfolio managers make; the system produces the first draft and flags exceptions, it does not execute trades or send client communications unsupervised.
Can this handle a multi-custodian, multi-system environment?
Yes. Most asset managers run more than one custodian and CRM. We build the integration layer to reconcile across them so the drafting and monitoring systems work from one consistent data set.
How do you handle SFDR and ESG data quality?
We extract and tag ESG disclosures against your taxonomy, but flag documents where source data is missing or inconsistent rather than filling gaps with inference. Data quality is a client-team decision, not a model output.
What about firms serving both retail and institutional clients under different mandates?
Suitability and disclosure rules differ by client type; we build mandate-aware logic so retail and institutional outputs follow the rules that actually apply to each.
Related services
Pair this with
Talk to us about Asset & Wealth Management
A 30-minute call to scope what a first system would look like against your own data and systems.
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