Performance Reporting Agent
Generates client performance reports and quarterly review packs.
Pulls returns, attributes performance to its sources, and writes the quarterly review in plain language rather than a wall of benchmark tables. Runs on schedule and on demand across the whole book, every figure reconciled to the official record.
Authority
Act within policy
Team role
Completes a defined task
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
Client Onboarding & Servicing
Desk workflow
Discovery, then account opening and KYC, then funding, then reporting setup, then ongoing service and reviews. Paperwork-heavy at the front, reporting-heavy forever after.
Collaboration
Moves work through defined stages
Decision boundary
Acts only within an explicit policy, permission and escalation boundary.
Systems and capabilities involved
Performance + attribution engine
Benchmark + market data
Commentary + disclosure library
Document generation
Handoffs
What this role gives and receives
Capabilities offered
The handoffs name the next owner or specialist and the work that moves between them.
Receives from
Receives from
External handoff
Operations (Performance Measurement) for book-of-record data
Context
What the role needs to do the work
- Current work
- The reporting period's returns + the report being built.
- Prior interactions
- Prior periods' commentary and what the client cared about.
- Policies and reference
- Performance + attribution methodology, GIPS conventions, disclosure rules.
- Working method
- Commentary templates refined by the advisor agent's edits.
Illustrative workflow
How the work moves
Starting point
Quarter-end review pack due for a multi-account household.
- 01
Consolidate returns across accounts; reconcile to the book of record.
- 02
Attribute performance to allocation, selection and currency.
- 03
Draft plain-language commentary tied to the quarter's drivers.
- 04
Assemble the review pack with required disclosures.
Result
A reconciled, disclosure-complete quarterly review pack with readable commentary, checked by the compliance judge, approved by a registered principal and presented to the client.
Checks and boundaries
What must be tested or reviewed
- 01Performance figures reconciled to the official book of record before issue.
- 02Required disclosures + GIPS-compliant presentation validated by a compliance check.
- 03Client-facing commentary checked by the compliance judge and approved by a registered principal before it sends.
Human authority
Acts only within an explicit policy, permission and escalation boundary.
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