AGENTS IN ACTION

Transform
customized portfolio reporting with AI agents

Streamline portfolio reporting with WRITER — the platform where data meets intelligence. 
Our customized portfolio reporting agent automates comprehensive updates, performance analysis, and client communications for asset managers.

Get a live demo

Use case:
End-to-end fund reporting workflow

See how the customized portfolio reporting agent built on WRITER automates the entire portfolio reporting lifecycle — from daily data pulls from Snowflake and other data sources to client communications.

World-class enterprises trust WRITER

100+ prebuilt agents

Experience the customized portfolio reporting agent

Try out our interactive customized portfolio reporting agent today, or connect with us to unlock access to the full enterprise solution with advanced data integrations and compliance features.

Try me icon-easy-summary-large

Earnings call summary

Summarize earnings calls with highlights and sentiment analysis

Try me icon-shortform-large

Broker research summary

Analyze and summarize broker research with tailored insights

Try me icon-easy-summary-large

8k/6k summary

Extract key takeaways from 8-K and 6-K filings

Why Writer

Purpose-built for asset managers, with AI agents that streamline reporting operations and integrate with your data systems.

Automate
end-to-end fund reporting workflows from data ingestion to client delivery
Connect seamlessly with data platforms like Snowflake - easy integration
Generate compliant reports with built-in regulatory checks - ensuring accuracy and compliance
Maintain consistent voice and compliance across all client communications

All on a secure, enterprise agent platform your IT team will love.

Get in touch

Curious how agents can transform your portfolio reporting workflow?

Get a demo