// Playbooks/Financial Services·Automation·Day 20 of 30

Folio.

Portfolio reporting and automated client updates for advisors.

Clients should not have to ask for their portfolio performance. It should come to them.
// Timeline
30 to 45 days
// Package
System
// Setup
SAR 85,000
// Monthly
SAR 11,000
// FitWealth advisory firms with 50+ active client portfolios.
// Live demo

Click and try it.

Three real-shaped leads from three channels. Click any one and watch the system score, reply, and route in real time.

Day 1 of 30
folio.signalstate.net
Live · 0:40
// Account
// Total AUM
SAR 184.5M
// MTD return
+1.84%
// YTD return
+12.4%
// Sharpe
1.62
// Composition
5 holdings
  • Global Equities
    Equities
    48%
    SAR 88.6M
  • Sukuk + IG Bonds
    Fixed Income
    22%
    SAR 40.6M
  • GCC REITs
    REITs
    14%
    SAR 25.8M
  • Private Equity
    Alternatives
    10%
    SAR 18.4M
  • Money Market
    Cash
    6%
    SAR 11.1M
// 12-month performance
vs MSCI World 60/40
Portfolio +12.4%Benchmark +6.8%
Alpha +5.6%
// Auto-email schedule
Next monthly summary fires Mon 9:00 AM · all 6 stakeholders
Branded PDF · holdings, returns, commentary · CC compliance@
Scheduled
← Swipe to explore
// 01 / Problem

The setup.

Manual report generation eats advisor time every month. The reports are also static, so clients call asking for live numbers between cycles.

There is no self-service portal. Every status check is a meeting, an email, or a phone call.

// 02 / Build

What we shipped.

Auto-generated portfolio performance reports, a client dashboard with real-time portfolio view, and benchmarking analytics that compare against the right index.

Automated monthly email updates with market commentary. Advisors stop being the rate-limiter on client communication.

// 03 / Outcome
Projected impact based on the manual baseline this replaces.
Real-time
PORTFOLIO VIEW PER CLIENT
Auto
MONTHLY UPDATE EMAILS
1 click
BRANDED PERFORMANCE REPORT
// Want one for your team?

Same shape, your problem.

Ships in 30 to 45 days under our System package. SAR 85,000 setup, SAR 11,000 monthly.

Bring us a signal
// Other Financial Services systems
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