Generate a 3-page institutional-grade PDF — branded with your firm's logo — in seconds. The kind of deliverable that used to take two hours now takes two clicks.
Three pages. Everything your client needs.
Executive Summary
Health score, headline risk metrics, and the AI-generated advisor memo in a single page.
Risk Analysis
Factor breakdown, correlation heatmap, liquidity profile, benchmark comparison, and Monte Carlo chart.
Client Letter & Actions
Plain-English client letter written by Claude, plus the prioritized action plan with assignable items.
Every detail is designed to look like you built it, not like you used a tool.
Logo, colors, and firm name are embedded in every PDF. Your client sees your practice, not a generic tool.
Executive summary, risk analysis, and client letter — structured exactly like a wire house research note, built for a 30-minute meeting.
Generate the PDF from any stress test result in seconds. Download or share a link with a built-in expiry date.
Custom disclaimer text is injected into every page. Every output is stamped "AI-assisted — verify before client delivery."
Leave every client meeting with a professional report they can read, file, and refer back to
Eliminate the hours spent formatting PowerPoints and Word documents for annual reviews
Differentiate your practice with output that looks as good as anything a bulge-bracket firm produces
Create a paper trail for every client conversation for compliance and E&O purposes