PortfolioAI.
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.
// 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.
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