Industry:
Financial Advisory
Team Size:
8 advisors
Location:
United States
Timeline to Live:
33 days
Services Used:
AI Document Automation + Workflow Automation
Primary Goal:
Automate report generation and delivery — eliminate manual compilation entirely
About the Client
An independent financial advisory firm serving high-net-worth clients with eight experienced advisors. Monthly and quarterly client reporting was one of the firm’s most significant administrative burdens — requiring each advisor to manually pull data from three portfolio platforms, format it per client tier, and deliver on deadline every month without exception.
The Challenge
Monthly reporting was the firm’s most consistent, most predictable, and most time-consuming administrative task. Every advisor spent the equivalent of two full days per month pulling data, formatting reports, and delivering them — work that was entirely manual despite the data being available in digital form across three platforms.
- Monthly reports requiring 3–4 hours per advisor to compile from three separate portfolio platforms
- Report formatting inconsistent — different advisors producing different layouts for the same client tier
- Deadline pressure high — any delay in manual compilation resulted in late delivery
- No automation between platforms — data pulled manually, formatted manually, sent manually
- Quarterly reports even more complex — same process at significantly higher volume
The firm needed report generation to be automatic, the format to be consistent across all advisors, and delivery to happen on schedule every month — without any advisor spending time on data compilation.
Our Approach
We connected all three portfolio platforms into a single automated data pipeline, built report templates for each client tier, and designed the complete generation and delivery workflow — with a single advisor review step before client delivery.
What We Built
A fully automated report generation and delivery system — from data pull through template population, advisor review, client delivery, and compliance filing.
The Results
System live in 33 days. Impact on advisor time was visible from the first monthly report cycle.
100%
On-Time Delivery
12hrs
Advisor Time Saved
0
Manual Compilation
3
Platforms Integrated
“I was spending two full days every month just pulling together client reports. That time is completely gone. The system generates them, I review them in 20 minutes, and they go out on time. Every time.”
— Senior Advisor, Independent Financial Advisory Firm
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Report Production Shouldn’t Be the
Thing That Consumes Your Best People.
Book a consultation and we’ll show you exactly how automated report generation would work for your specific
platforms, report types, and client requirements.
Financial document automation is built with compliance and data security requirements built in from day one.
