Finance automation
Pulls holdings and performance data from brokerage and market data sources and produces branded portfolio reports with returns, risk and allocation for clients and advisers.
Advisers spend hours compiling client portfolio reports from several platforms. Manual reports arrive late and vary in quality. Clients want timely, clear updates on how their investments are doing.
Where the time goes before automation:
The AI workflow
Investment Portfolio Reporting
A monthly or quarterly reporting date arrives, or a client requests a report.
A monthly or quarterly reporting date arrives, or a client requests a report.
Scheduler
Holdings, transactions and prices are pulled from brokers, custodians and market data feeds.
Brokerage APIs, market data
Returns, risk measures and allocation are calculated.
Portfolio analytics
AI drafts plain-language commentary on performance for adviser review.
LLM
The adviser reviews figures and commentary before release.
Review workflow
Branded PDF reports or portal dashboards are delivered to clients.
Client portal, email
Recommended technologies
LogicMonitor
LogicMonitor is a comprehensive AI-powered observability platform designed for hybrid IT environments, combining cloud, on-premises, and multi-cloud monitoring into a single pane of glass.
Data & AnalyticsView
PatSeer
PatSeer is an AI-powered patent research and analytics platform designed to assist IP professionals in managing the innovation lifecycle efficiently.
Data & AnalyticsView
FinanceGPT Tools
FinanceGPT Tools is an AI-driven platform designed to simplify financial decision-making for individuals and professionals.
Finance & LegalView
Coassemble
Coassemble is a cutting-edge Learning Management System (LMS) designed to simplify corporate training, education, and employee development.
EducationView
Coursebox
PaidCoursebox is an advanced AI-powered Learning Management System (LMS) designed to simplify the creation, delivery, and management of interactive courses.
EducationView
SC Training (formerly EdApp)
FreeSC Training is a mobile-first Learning Management System (LMS) designed to simplify and modernize corporate training.
EducationView
Explore the AI Marketplace Tools open on marketplace.daidu.ai. Listings are independent products; DAIDU does not guarantee third-party pricing.
Qualitative benefits. We measure the real effect on your process during the first weeks.
Timelines depend on your systems and are confirmed after discovery.
FAQ
Commentary should be reviewed by a licensed adviser. Any recommendations must follow the regulations that apply to your firm.
Yes, through a secure client portal as well as by email.
Learn to build this
with DAIDU faculty
Build one finance workflow, such as invoice extraction or variance commentary, with a review step built in.
with DAIDU faculty
Your leadership team agrees one AI roadmap with owners, priorities and measures.
Consultation
Replies within working hours
