AI Client Reporting Agent

It produces client reports end to end: it pulls performance and allocation data, reconciles every figure to its source, drafts the commentary in your firm's voice, and adds the required disclosures. Tecla builds and operates it inside your environment, so quarter-end reporting becomes a review instead of a build, with the adviser sending under their own name.

Those give your team a reporting engine to run; the agent does the work around it, reconciling the data, writing the commentary, and checking disclosures, rather than leaving that to a person each quarter. It works with the performance and portfolio systems you already report from.

No, and that is the core design choice. The agent reconciles every figure to its source and the narrative references those verified numbers rather than generating its own. Computation and writing stay separate, so a report never contains a figure the agent invented.

No. It assembles and drafts the report, but the adviser reviews it and sends it under their own name. Accountability for what reaches a client stays with a person, which is why the agent flags anything incomplete rather than pushing it out.

Tecla scopes the build to your firm: which systems the data comes from, your report format and voice, and the disclosures and compliance checks each report needs. It runs inside your environment and Tecla operates it, keeping it aligned to your standards as they change.

It inserts the required disclosures and checks each report against your compliance rules before it reaches an adviser, so what goes to a client is complete and defensible. The reconciliation trail also gives you a record of where every number came from.

The agent runs in your environment, integrated with your systems, under your own access rules. Performance and client data stays within the boundaries your firm already answers to, and you own and control the system Tecla operates.

It starts with a fixed-price Tecla Sprint that scopes and prices the build before you commit. The Sprint maps your data sources, report format, and compliance checks, so the agent that follows fits how your firm actually reports.

It takes the quarter-end scramble of pulling, reconciling, and drafting off the team, so they review and handle exceptions instead of building each report by hand. Tecla builds and operates it alongside them, cutting the reporting cycle without cutting the checks.

A scoping call maps your reporting workflow and returns what the agent would assemble, how success is measured, and the fixed-price Sprint cost. Book a scoping call with Tecla to start.