Financial Planner Portfolio Review Prep
Auto-builds the quarterly client review deck. Replaces eMoney module $190/mo + 4 hrs analyst.
The problem
Solo and small-firm financial planners spend 3-5 hours per client preparing the QBR deck — pulling Orion/Black Diamond performance, drift vs target allocation, tax-loss harvest opportunities, RMD status, planning gaps. eMoney's review module is part of a $190-300/mo platform and still requires manual narrative.
What changes
Quarter close → agent pulls custodian + planning data per client → generates a brand-styled review deck (performance vs benchmark, allocation drift, cash drag, planning to-dos, agenda slide), uploads to advisor's review folder, and queues client review-meeting drafts.
A day in the life
What this agent actually does.
- 1
Day 3 post-quarter: 42 client decks generated overnight; advisor reviews + tweaks 4 hrs total vs 168 hrs solo
- 2
Each deck flags: cash > 5% target, allocation drift > 3%, RMD status, upcoming planning trigger (age 59.5, 65, 70.5)
- 3
Auto-drafts the cover email and the meeting agenda per client
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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