AI in Wealth Management
AI in Wealth Management
Today's quarterly client report arrives as a static PDF. We're building something better: a personalized, interactive microsite that makes the data easier to read, easier to share, and easier to act on.
| Portfolio | |
| # of Securities | 10 |
| Dividend Yield | 1.4% |
| Price/Earnings | 22.4x |
| Price/Book | 4.2x |
| Beta | 0.86 |
| Standard Deviation | 11.4% |
| % of Top 10 | 100.0% |
The client doesn't read a 24-page PDF cover-to-cover. They jump to what matters and ignore the rest. The microsite expects that.
Their performance, their distributions, their RMD progress. The numbers up front are the numbers that matter to them.
A PDF gets opened once. A URL gets clicked again that night when the spouse asks about the quarter. That's where the relationship deepens.