Write client reports with clear market commentary

Asset managers produce client reports with explanatory market commentary

Needs setupAI Act: no extra obligationsCreating documents from your own materialAsset management

Fits: Sales · Finance & accounting

Alongside the figures from the portfolio system, you get a personal, easy-to-understand cover text that explains the performance and reflects your firm’s market view. Advisers save writing time, and no client reads a forecast your firm does not stand behind.

Is this for you?

  • You regularly send quarterly or annual reports to clients and currently write the cover texts by hand.
  • Performance, positions and costs come from the portfolio system, and there is an agreed market commentary from your investment committee.
First step today

Take the key figures of a made-up model portfolio and your market commentary from last quarter. Have a cover text written with the template below and compare every figure in it with the input.

How to go about it

  1. Define the report structure and tone
  2. Gather portfolio figures and the firm’s commentary
  3. Have the cover text generated from figures and commentary
  4. Check figures and statements against the report and commentary
  5. Approve and send the report
  6. Save the firm’s commentary and standard text blocks for next quarter

Templates to copy

Try it now
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Plan the rollout
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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

14 more use cases follow the pattern “Creating documents from your own material”.

Build a business plan and financial plan from your own figuresCreate candidate profiles from CV and interviewCreate requirements specifications from workshop recordingsHave AI draft specifications for tendersPlan units of work in line with the curriculumWrite funding applications and project reports from your documentsWrite help articles from resolved support casesAnswer tender and supplier questionnaires from evidenceCreate exam questions from learning objectives and calibrate themCreate maintenance reports from measured values and photosCreate operating instructions and spare parts lists from design dataCreate pitch books and valuation analyses from your own data
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VV-01 · Legal status 08.10.2026