90% faster reporting
AI agent for Institutional Asset Managers
From hours of writing to minutes
Delegate monthly performance commentary to a specialized AI agent. It analyzes your portfolio holdings, attribution data, and market movements to generate clear, personalized draft commentary for each client, allowing your team to focus on investment strategy and client relationships.

Ideal for
Asset Managers
Investor Relations
Portfolio Managers
Time comparison
Traditional way
3-5 hours per fund
With V7 Go agents
15-20 minutes
Average time saved
90%
Why V7 Go
Generates commentary from portfolio data
To deliver personalized investor communications.


Import your files
Microsoft Excel
,
Salesforce
,
Microsoft Sharepoint Online
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Connect AI to your investment process.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Answers
What you need to know about our
AI agent for Institutional Asset Managers
How does the agent understand our firm's communication style?
The agent connects to your V7 Go Knowledge Hub containing past performance reports, approved commentary templates, and style guidelines. It learns your firm's tone, terminology, and structure to generate drafts that match your established communication standards.
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What data sources does it analyze?
The agent processes portfolio holdings files, attribution reports, benchmark data, and market news feeds. It can integrate with your portfolio management system or work with standard data exports in Excel, CSV, or PDF formats.
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Can it handle different fund types and strategies?
Yes. The agent adapts to equity, fixed income, multi-asset, and alternative strategies. You configure it with strategy-specific templates and benchmarks, and it generates appropriate commentary for each fund type.
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How accurate is the market context it provides?
The agent synthesizes market developments from your specified news sources and economic data feeds. Every market reference in the draft commentary is linked to its source, allowing your team to verify context before finalizing reports.
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Does this replace our portfolio managers?
No. The agent generates first drafts that your portfolio managers review, refine, and approve. It eliminates the tedious data synthesis and initial writing, freeing your team to focus on strategic insights and client-specific nuances.
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What is the final output format?
The agent delivers draft commentary in your preferred format, typically as Word documents or directly populated into your reporting templates. The output includes performance narratives, attribution explanations, and market context sections ready for review.
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Next steps
Still spending days each month writing performance reports?
Send us sample portfolio data and a recent performance report. We'll show you how our agent can draft personalized commentary for your entire fund lineup in minutes.













