Wealth management firm · Project 1
Portfolio reports, from PDF to signature
Every portfolio change arrived as a ten-to-twelve-page report that the adviser summarised by hand in Word.
Now the agent prepares the short version, the adviser approves it and the client signs it on their phone; the emails are ready to go.
From the report to the prepared emails
Portfolio PDF
The long report, as it comes out
The adviser drops it into a shared folder; the system picks it up and opens the file.
AI summary
Every figure checked against the original
The code checks every amount and every ISIN against the original; the AI only writes, in the client's language.
The adviser approves (a person decides)
From the email, with one button
Changes are asked for by replying to the same email; once the document is right, one button approves it.
Automatic WhatsApp
Message and link ready for the client
The adviser's WhatsApp opens with the message and the link already written: just press send.
Signature in DocuSeal
The client signs on their phone
The client signs in their own language; the document and the signature record are filed together.
Prepared emails
With the signed document
- Bank relationship manager
- Client
One for the bank relationship manager and one for the client. The adviser reviews and sends them.
How it works
Portfolio PDF
The adviser drops the proposal PDF into a shared folder. The system picks it up within a couple of minutes and opens the file.
AI summary
The AI reads the report and extracts the transactions. The code checks every amount, every ISIN and every number of units against the original PDF; if a figure does not match, it stops and reports it. The AI only writes the overview, without figures, in the client's language: Catalan, Spanish, French or English.
The adviser approves
The adviser receives the document by email. To ask for changes, they reply to the same email in plain words; a figure only changes if they confirm it in a second email. When the document is right, they approve it with one button.
Automatic WhatsApp
On approval, the system creates the signature request and opens the adviser's WhatsApp with the message and the link already written: they just press send.
Signature in DocuSeal
The client signs on their phone, in their language. The signed document and the signature record are merged into one PDF and filed in the client's folder.
Prepared emails
The email to the bank relationship manager, with the signed document, and the one to the client are left prepared. The adviser reviews them and sends them from their own inbox.
Everything is logged. If something does not add up, the system stops and explains why: it never guesses.
