AI Financial Advisor Client Update Drafter

WHAT IT DOES

This AI agent generates clear, professional client updates for financial advisors. Given client profile, portfolio performance summary, market context, and key updates, it drafts a structured update suitable for email or letter. The output includes a greeting and overview, portfolio performance highlights, market context, key updates, and recommended actions or next steps. The tone is professional and reassuring, helping financial advisors maintain strong client communication and demonstrate value.

HOW TO USE

Open the agent in BotSurf. Paste your BGAI API key once (the host prompts you if missing). In the input box, describe your client and portfolio details. Press "Draft update". The AI returns a structured client update in the panel. You can also select text from any page and click "Use page selection" to fill the input automatically. The panel can be dragged, snapped to screen edges, collapsed, or closed with the Escape key.

WHAT IT SENDS

Exactly the text you type into the input box, plus the system prompt that instructs the model on how to format the update. No other data is transmitted. The agent does not send your location, browsing history, or any other information. Usage logs record only the count of runs for billing purposes — not the content of your requests or the generated responses. The output is returned directly to you and is not stored or used for training.

SUBSCRIPTION

$19.99 per month with a 7-day free trial. Includes 100 runs per month. Cancel anytime during the trial or at any point after — no lock-in, no hidden fees. Unused runs do not roll over.

THE PANEL

The agent runs in BotSurf's floating panel interface. Drag the panel by its handle to reposition it anywhere on screen. Snap it to any edge for a tidy layout. Click the collapse button to minimize it to a compact bubble, or press the Escape key to close it entirely. Reopen it from the BotSurf toolbar at any time.

PLEASE NOTE

AI can be wrong. This agent provides general financial information for drafting purposes — not personalized advice. Always verify all portfolio data, market context, and recommendations with your firm's compliance and research teams before sending to clients. The agent does not replace professional financial advice or regulatory compliance requirements.