Deliver Beautiful, FAIS-Compliant Client Reports Automatically Every Quarter
Stop manually compiling portfolio statements, performance summaries, and review packs. Our AI reporting engine pulls data from your product providers, generates branded reports for each client, and delivers them automatically - freeing your time for actual advice.
"I have 140 clients across 6 different product providers. Quarterly reporting used to take my parapla…"
Ntombi Dlamini CFP, Senior Financial Advisor
Client Reporting Is Consuming the Time You Should Spend Giving Advice
South African financial advisors under FAIS have a duty to provide clients with regular portfolio reviews and performance updates. But manually pulling data from Allan Gray, Ninety One, Old Mutual, Discovery, and a dozen other product providers - then compiling it into a coherent client-ready report - takes days of work that delivers no advisory value.
- Pulling and reconciling data from multiple product providers (Allan Gray, Ninety One, Liberty, Discovery, Momentum) takes hours per client
- Report formatting is manual - each client's portfolio is different, requiring bespoke compilation every quarter
- FAIS record-of-advice and annual review obligations create a reporting burden that scales poorly with client numbers
- Clients with large, diversified portfolios across multiple providers are the most valuable - and the most time-consuming to report on
- Inconsistent reporting frequency damages client retention - clients who hear from competitors more regularly switch
- Paraplanners and admin staff spend most of their time on report compilation rather than supporting advisory work
While You're Compiling Last Quarter's Reports, Clients Are Getting Calls From Other Advisors
Client retention in financial advisory is directly correlated with communication frequency. Research consistently shows that clients who receive regular, professional reporting have significantly higher retention rates. Manual reporting processes create gaps that competitors fill.
Automated, Branded Client Reporting Across All Your Product Providers
We build a reporting automation engine that connects to your product provider data feeds, aggregates each client's portfolio position, generates professionally branded reports, and delivers them to clients on a schedule - quarterly, bi-annually, or annually, per client preference.
Multi-Provider Data Aggregation
Automated connections pull portfolio valuations, performance data, and transaction histories from your product providers - Allan Gray, Ninety One, Old Mutual, Discovery, Momentum, Liberty, and more. All data is reconciled and normalised into a single client view.
AI-Generated Personalised Reports
Each client receives a personalised report reflecting their specific portfolio, goals, and progress. AI generates plain-language commentary on performance, market context, and goal progress - written in your voice, reviewed before dispatch.
Automated Review Scheduling & Delivery
Reports are generated and delivered automatically on each client's review schedule. Delivery confirmations are logged for FAIS record-keeping. Clients can access their reports via a secure client portal or receive them directly via email.
Ready to implement this for your Financial Advisors?
Get My Custom AI Plan"I have 140 clients across 6 different product providers. Quarterly reporting used to take my paraplanner and me a full week every quarter. Now the system pulls everything automatically and generates draft reports that I review in a morning. My clients are getting better reports more consistently, and I've had three clients comment on how professional it looks."
Ntombi Dlamini CFP
Senior Financial Advisor, Dlamini Wealth Advisory, Sandton
Automate Client Reporting for Financial Advisors
South African Market Perspective
South African financial advisors must provide clients with quarterly portfolio reviews, annual tax summaries, and event-driven communications for market movements or regulatory changes. AI reporting automation can generate personalised client reports pulling data from portfolio management systems, include market commentary relevant to the client's risk profile, and distribute via the client's preferred channel: reducing the 20+ hours per quarter that advisors typically spend on report preparation.
Related Reading
How It Works
Provider Connectivity Audit (Day 1-3)
We audit your product provider mix, identify data feed availability (API, portal scraping, or manual export), and map each client's portfolio to their provider relationships. We design the aggregation architecture for your specific provider set.
Report Engine Build & Template Design (Day 4-10)
Your branded report templates are designed and the AI commentary engine is configured to write in your advisory voice. Provider data connections are built and tested. Delivery workflows are set up per client review schedule.
Pilot & Roll-Out (Day 11-14+)
We run a pilot with 10-20 clients, review report quality with you, refine commentary tone and formatting, then roll out to your full client book. Ongoing quarterly runs require only your morning review before automated dispatch.
Ready to Automate Client Reporting?
Tell us about your business and we'll create a personalised AI automation plan.
Limited availability - we take on 4 new clients per month
Frequently Asked Questions
Still have questions?
Our team answers every enquiry within one business day.
2000% engagement
First AI radio in SA
500% faster deployments
Capital stack automation
UK PPC & analytics automation2000% engagementFirst AI radio in SA500% faster deploymentsCapital stack automationUK PPC & analytics automation4 slots left this month
Get My AI Plan