Question 1

What reports come out of the box?

Accepted Answer

Net worth statements, cash flow summaries, portfolio reviews, tax projections and estate flow charts, built from current data rather than assembled by hand. The tax prep letter is formatted for the client's CPA.

Question 2

Can we match our firm's existing report format?

Accepted Answer

Firm branding, logos and colours apply automatically, and templates in the Firm Library fix the structure and section order your firm uses, so output does not depend on which advisor built it.

Question 3

Does the AI write client-facing text without review?

Accepted Answer

No. AI deliverables produce a draft the advisor reviews and edits. Nothing reaches a client until a person approves it.

Question 4

What is an interactive tool, and when would we send one?

Accepted Answer

Instead of a static page, you publish something the client can explore — change an assumption and watch the answer move. It is the better answer when a client's real question is what if, rather than what is.

Question 5

What formats can we export?

Accepted Answer

PDF, including an exact-layout option that preserves on-screen formatting, plus PowerPoint decks and CSV. Anything you produce can also be shared into the client portal instead of emailed.