AI Wealth Management Client Update Drafter

WHAT IT DOES

This AI agent helps wealth managers, financial advisors, and investment professionals create professional, clear client updates that strengthen client relationships and communicate portfolio performance effectively. It takes your client update details—client name, portfolio summary, recent performance metrics, market context, upcoming reviews, and any recommendations—and transforms them into a polished client update draft suitable for email or written correspondence. The output includes a warm opening that reinforces your relationship with the client, portfolio performance highlights with key metrics presented clearly, accessible market context that helps clients understand the bigger picture, a review schedule that keeps clients informed of upcoming meetings, and any actionable recommendations with clear reasoning. If your input is missing essential details like client name, portfolio summary, or performance data, the agent will ask for those specifics rather than guessing. The result is a professional client update that demonstrates your expertise, builds trust, and keeps clients engaged in their financial journey.

HOW TO USE

Open the agent in BotSurf and paste your BotGentz key once—the host handles key management automatically. In the text area, enter your wealth management client update details in whatever format works for you. You can write free-form notes like "Robert and Susan Mitchell. $2.4M total assets, 60/40 equities/fixed income, 80% target achieved. +4.2% YTD, +7.8% 1-year, beating benchmark by 1.2%. Fed policy easing, inflation moderating, positive equity trends. Quarterly review Dec 10, annual rebalancing in January. Consider tax-loss harvesting and review municipal bond allocation." Or use a structured format with labeled fields. Press the "Draft update" button. The agent will process your input and return a polished, professional client update. You can also use the "Use page selection" button to grab selected text from any other page in BotSurf and insert it directly into the input area. Copy the final update with the copy button, then paste it into your email system, client portal, or correspondence management platform.

WHAT IT SENDS

The agent sends only the text currently in the input box when you press the "Draft update" button. It does not send anything on page load, on idle, or automatically. It does not access your clipboard, browser history, files, or any other data outside the input box. Usage logs record the number of generation requests for billing purposes—they do not store, log, or inspect the content of your requests or the AI's responses. The content is transmitted securely over the BotGentz bridge and is used solely to generate your draft in real time. No third party has access to your prompts or outputs.

SUBSCRIPTION

The agent is available for $19.99 per month with a 7-day free trial. Each subscription includes 100 runs per month. Unused runs do not roll over. You can cancel anytime from your BotGentz account dashboard. The free trial starts automatically when you first run the agent and requires no upfront payment. After the trial, you will be charged monthly unless you cancel. The trial includes the full 100 runs for the first month.

THE PANEL

The agent runs as a draggable, resizable panel within BotSurf. You can drag it by the header, snap it to any edge of the browser window, collapse it to a small bubble using the header button, and dismiss it with the Escape key. The panel remembers its position across sessions when you are signed in. It adapts to any window size and works alongside other agents and tools in your BotSurf workspace.

PLEASE NOTE

AI-generated client updates are based on the data you provide and may not capture every nuance of the client's personal financial situation or your specific advisory approach. Always review and customize updates—especially performance metrics, recommendations, and market commentary—before sending to clients. This agent provides general drafting assistance for educational purposes only and is not a substitute for professional financial, tax, legal, or investment advice. The service provider is not liable for errors, omissions, or misuse of generated content. By using this agent, you accept that you are responsible for final content and its delivery to clients.