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When markets move, clients want to know why their portfolio did what it did — and they want it in plain language, fast. Amy connects the day’s market activity to a specific client’s holdings and explains the drivers, so you can answer the call or send a note without digging through statements.

Copy and send to Amy

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What you get back

  • The client’s largest positions and sectors with recent moves
  • The market drivers behind those moves, in plain English
  • A flag on anything that warrants a proactive call

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Required integrations

Data room

Files

Fielding the same question from several clients? Add “and note which of my other clients hold the same positions” to see who else to get ahead of.