SHEET 01Use CasePortfolio & Investment Analytics

Unlock investment portfolio insights with AI-driven analysis and rebalancing

Query portfolio performance, risk exposure, and benchmark comparisons in natural language. Agents pull from custodians, market data feeds, and internal models to answer ad-hoc questions instantly.

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  • Financial Services
  • Real Estate & Hospitality
  • Finance & Procurement
  • Agentic BI
6 hrsweekly advisor time saved on portfolio analysis
2.8%improvement in after-tax returns via tax-loss harvesting
40%increase in rebalancing capture rate
18%improvement in client portfolio review frequency
SHEET 02The ChallengePROBLEM

The portfolio analytics challenge

Wealth advisors and portfolio managers manually track hundreds of client portfolios across asset classes, regions, and tax lots. Rebalancing decisions are delayed by lack of timely data. Performance attribution (what drove gains/losses) requires manual analysis. Tax-loss harvesting opportunities are missed. Drift from target allocations isn’t caught quickly. Advisor time is spent on data consolidation, not client relationships. Client dashboards are stale; advisors struggle to demonstrate value.

SHEET 03The SolutionASSEMBLY

How assistents automates portfolio analytics

assistents portfolio analyst agent connects to custody platforms, data feeds, and tax software to provide real-time portfolio views. Advisors ask questions: “Which clients are out of balance?” or “Where are my tax-loss harvesting opportunities?” The agent calculates answers instantly. Performance is tracked in real time with attribution analysis (which positions/decisions drove returns). Rebalancing recommendations are auto-generated based on drift from target. Tax-loss harvesting opportunities are surfaced automatically.

PR-01Active

Data Analyst Agent

Pulls position and performance data, calculates allocations, performance attribution, and tax implications

PR-02Active

Conversational Agent

Answers advisor questions, explains performance, recommends rebalancing and tax moves

PR-03Active

Workflow Agent

Identifies rebalancing candidates, calculates tax impact, schedules advisor reviews

SHEET 04How It WorksPIPELINE

How portfolio analytics agents work

Deployment sequenceActive
  1. STEP 01Connect custody & data

    Custody platforms, market data, and tax software are connected. Agent accesses real-time position data.

  2. STEP 02Calculate allocations

    Agent calculates current vs. target allocations. Identifies clients out of balance.

  3. STEP 03Performance tracking

    Agent tracks performance with attribution analysis. Shows which decisions drove returns.

  4. STEP 04Flag opportunities

    Agent identifies tax-loss harvesting opportunities and rebalancing recommendations.

  5. STEP 05Generate reports

    Agent creates client performance reports and advisor action plans automatically.

5 steps deploy to production in weeks

SHEET 05Measurable OutcomesMEASURED

Measurable portfolio analytics outcomes

6 hrsweekly advisor time saved on portfolio analysis
2.8%improvement in after-tax returns via tax-loss harvesting
40%increase in rebalancing capture rate
18%improvement in client portfolio review frequency
SHEET 07Related Use CasesCATALOG

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SHEET 08Sign-offREADY

Ready to see this in action?

Schedule a personalized demo to see how assistents’s AI agents can solve this challenge for your organization.

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Stage
Discovery to production · 4 weeks
Deployment
Cloud · On-premise · Hybrid
Governance
Audit trail on every action
Sheet
8 of 8 · Use Case