Wealth Management · Wealth · Mini-app
Client Review Book Generator
Quarterly reviews that feel custom — because they are.
KY
Powered by KYC Sub-agentGenerate a tailored review book for any household, pulling performance, market commentary, and next-best actions into a 40-page deck your RM can walk a client through.
Books generated / week
240
Avg generation time
4.1 min
RM satisfaction
94%
What it does
Performance + commentary
APX and Addepar data, paired with portfolio-aware market commentary.
Next-best actions
Three actionable talking points highlighted up front.
House-branded output
Northern Trust template, fully editable PPTX as artefact.
Ready to run it?
Fill in 2 inputs — output lands in your Artefacts in under a minute.