Automate the Analysis, Focus on the Strategy
Your AI coworker for discretionary managers and family offices. Reads market commentary, drafts client deliverables from your firm templates.
Analyst Hours Are Where the Edge Is Lost
of investment-team hours go to data wrangling, document drafting, and reporting, work generative AI can substantially compress.
Generative AI shifts the value of investment work from data assembly to investment judgment. Firms that compress the documentation burden redirect that capacity to client strategy, alpha generation, and the work clients actually pay for.
Paraphrased from BCG, How Generative AI Will Transform Wealth Management, 2024
Where Kuse Steps Into Your Investment Workflow
Every stage of the investment cycle creates documents. Kuse reads, drafts, and files them so the analyst hours go to judgment, not assembly.
Mandate & IPS
Investment Policy Statements, suitability assessments, and onboarding packets. Kuse builds them from your firm template and the client intake conversation.
Research & Strategy
Synthesize market commentary, manager research, and macro views into actionable internal notes. Kuse reads the desk research and builds the client-facing version.
Allocation & Execution
Trade rationale memos, rebalancing recommendations, allocation drift summaries. Drafts ready before the trading window opens.
Reporting
Quarterly portfolio reviews, performance attribution, IPS-aligned summaries. Drafts hit your inbox within 48 hours of quarter close.
Compliance & Filing
Regulatory bulletins, internal compliance memos, NFA/SFC/HKMA filings. Kuse converts regulatory updates into firm action plans automatically.
Annual Review
Year-end client review packs with multi-year performance, fee summaries, recommendations for the next mandate cycle.
Built for the full scope of financial services work
Beyond document assembly. Kuse handles client deliverables, builds onboarding pages, and runs recurring reporting across the tools your team already uses.
Create financial work products
Generate quarterly review decks, client review packs, portfolio review docs, IPS docs, investment proposal memos, allocation sheets, rebalancing sheets, attribution sheets, fee summaries, and compliance action memos for advisor review.
Build websites when sharing needs a page
For financial services, websites are light support. Kuse builds onboarding or review pages when a shareable link helps collect client information or explain next steps more clearly than a PDF.
Salesforce client notesHandle recurring reporting work through your apps
Connect Gmail, Outlook, Google Drive, Box, Salesforce, Airtable, Smartsheet, Snowflake, Metabase, and DocuSign. Kuse pulls approved context and creates review-ready docs on a cadence.
How a financial services team's day changes
Kuse pulls approved research notes and client context into market talking points for advisor review before the day starts.
Kuse checks allocation data from Snowflake and flags accounts that need attention before the weekly review.
Kuse gathers notes, performance sheets, and prior decks into a first-draft quarterly review pack for the advisor.
When documents are signed in DocuSign, Kuse summarizes the packet and updates the onboarding tracker sheet.
Kuse prepares quarterly review decks, fee summaries, attribution sheets, and open action docs from Salesforce and Box.
Documents Kuse Drafts for Investment Teams
Every output below is a real deliverable type investment teams produce quarterly. Each one drafts from your client mandates, holdings data, and research desk notes.
Output
Quarterly Portfolio Review
Trustees-facing review with performance vs benchmark, allocation drift, attribution analysis, and outstanding action items.
Output
Investment Proposal Letter
Client-facing recommendation letter for tactical portfolio adjustments, with rationale, mechanic, and before/after allocation table.
Output
Compliance Action Memo
Internal memo translating regulatory bulletins (SFC, HKMA, NFA) into a prioritized firm action register with owners and deadlines.
Works With the Tools Investment Teams Already Use
Kuse pulls market data and client materials from your existing systems, references your IPS library, and writes back to your CRM and custodian portals. No new system to learn.
Tell Kuse what you need
The breadth of what financial services teams ask Kuse to handle.
The Kuse Capabilities Investment Teams Use Most
Clean and Structure Messy Data Into Spreadsheets
See use caseDraft Weekly Status Reports Automatically
See use caseBuild Live Presentations From Your Data
See use caseBuild a Knowledge Base That Updates Itself
See use caseResearch Any Topic and Get Structured Summaries
See use casePrepare For Every Meeting in Minutes
See use caseBuilt for the work investment professionals actually do.
Talk to our team about a workflow walk-through tailored to your firm's structure.