Client Lens
Every investor gets the letter written for them.
Personalised performance narratives, suitability-aware commentary and RM copilots that turn one house view into thousands of individually relevant client conversations.
1:1
Personalisation
Minutes
Quarter-end letters
Checked
Every outbound
Worked example
Quarterly letters — 8,400 investors
Client profiles + holdings + house view, across 3 jurisdictions
Clients
8,400 (retail, HNW, institutional)
Jurisdictions
UK, Ireland, Singapore
Portfolios
1,240 distinct model variants
Previous cycle
6 weeks, 14 writers
Run log
- Resolve the house view
One approved house view; nothing in a letter may contradict it.
- Read each portfolio
Actual holdings, actual returns, actual fees — per client, not per model.
- Write for the reader
Same quarter, different letter: a retail client and a pension trustee get different explanations.
- Check suitability and tone
Jurisdiction rules applied; every performance claim tied to the client's own numbers.
- Log for compliance
Every letter, its evidence and its approvals stored as a suitability record.
Output
Press run to work this example end to end. Everything below is produced from the input above — sample data, real output shape: client letters, rm briefings, suitability log.
Personal narrative
Performance explained against that client's own goals, entry points and risk profile.
RM copilot
Relationship managers get briefing packs and answer support before every call.
Suitability guardrails
Nothing leaves the building that the client's profile does not support.
Takes in
- Client profiles
- Holdings
- House view
Hands back
- Client letters
- RM briefings
- Suitability log