Portfolio Reporting Automation
Streamline the generation of monthly or quarterly performance reports with xnode’s AI-powered automation.
Portfolio Reporting Automation
This workflow consolidates portfolio data from custodians and portfolio management systems, generates templated reports, and incorporates human oversight for personalized commentary and compliance validation, ensuring accuracy, timeliness, and professional delivery every cycle.
- Connect to custodian platforms and pull updated client holdings and transaction data.
- Pass the ingested data to the Report Drafting Agent.
- Generate a draft performance report using pre-configured templates.
- Review the draft report and add personalized commentary.
- Verify disclosures, legal disclaimers, and regulatory compliance.
- Release the finalized performance report to the client.
Business Impact
- 60–80% reduction in manual reporting effort
- Up to $28,000/year saved for firms with 100 clients
- Improved accuracy and consistency in client deliverables
- Reduced compliance risk with structured review and approval
- Faster turnaround time for report generation from hours to minutes
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Portfolio Reporting Automation
Streamline the generation of monthly or quarterly performance reports with xnode’s AI-powered automation.
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