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futureagent

Accounting and financeAutomation

Portfolio summary

From the position statements exported from your tools, the agent calculates each client's quarterly performance, allocation by asset class and gap with their risk profile, then writes a two-page PDF summary and the points to discuss at the next meeting.

Use this template

€3 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

On the 5th of the first month of each quarter

  1. 1Read. Position statements per client.
  2. 2Calculate. Performance, allocation, gap with profile.
  3. 3Write. Two-page summary.
  4. 4Prepare. Points to discuss at the meeting.

Sample deliverable

Mr. and Mrs. Lefèvre, balanced profile

  • Q3 performance: +2.4% (benchmark +2.1%).
  • Allocation: equities 58% (target 50%), bonds 30%, euro funds 12%.
  • To discuss: rebalancing, regular contributions to the retirement plan (PER).
  • PDF: Summary per client
  • Excel: Consolidated table

Connectors

  • Google DriveGoogle Drive: read statements and file the summaries

Already set up for you

Format
Two pages per client

What you'll be asked

  • Which Drive folder do you drop the statements in?

Who it's for

Less than one run a month, rich business logic and 13 actions per run (generated files, calculations): Micro tier.

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