AI Performance Reporting Agent

It turns raw account data into verified return figures: it consolidates positions across custodians, calculates time-weighted and money-weighted returns, runs attribution, and reconciles every number to its statement. Tecla builds and operates it inside your environment, so the figures behind every report and review are accurate, with the adviser interpreting them.

Those give your team a reporting platform; the agent does the data and calculation work that feeds it, consolidating messy multi-custodian data, running the returns, and reconciling, rather than leaving that to a person. It works with the custodial and portfolio systems you already report from.

Performance reporting produces and verifies the numbers, the returns and attribution. Client reporting assembles those numbers into the client-facing pack with commentary and disclosures. This agent focuses on getting the figures right; it can feed a client reporting workflow or your existing reports.

No, and that is the point. When a figure does not tie back to a custodian statement, the agent flags it and holds it rather than publishing a number it cannot stand behind. A person resolves the variance before the performance goes out.

Tecla scopes the build to your firm: which custodians and systems the data comes from, the return methods and benchmarks you report on, and your reconciliation rules. It runs inside your environment and Tecla operates it, holding data quality steady as feeds change.

It merges positions and transactions across every custodian into one clean data set, normalizing the differences in how each institution reports. Getting that consolidation right is where most reporting errors start, which is why reconciliation is built into every step.

The agent runs in your environment, integrated with your systems, under your own access rules. Custodial and performance 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 custodians, return methods, and reconciliation rules, so the agent that follows fits how your firm reports performance.

It takes the consolidation, calculation, and reconciliation off the team, so they handle exceptions and analysis instead of tying out numbers by hand each period. Tecla builds and operates it alongside them, shortening the close without loosening the checks.

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