Portfolio Report Agent
Generates a monthly performance report per client from your data warehouse — so advisors walk into every review already prepared.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Generates a monthly performance report per client from your data warehouse — continuously, in your systems, in your tone.
In financial services, generates a monthly performance report per client from your data warehouse — so advisors walk into every review already prepared — but doing it manually does not scale. Portfolio Report is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Portfolio Report connects to Reporting, Portfolio, Salesforce and your ops & reporting stack. It reads your rules, brand voice and live data — then generates a monthly performance report per client from your data warehouse — so advisors walk into every review already prepared. Exceptions land with your team; everything else runs without another dashboard to check.
- Pull live data — Reporting · sources connected
- Aggregate & calculate — Portfolio · standardised logic
- Format output — One template · every time
- Deliver on schedule — Inbox · Slack · dashboard
What it can deliver
- Reporting
- Portfolio
- Scheduled reports
- Dashboard updates
Potential integrations
Reporting · Portfolio · Salesforce · DocuSign · Bloomberg · Shopify
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset