Solutions
Private previewInvestment Commentary & Quarterly Reports
Monthly and quarterly client commentary on every model, every fund, every account — without an investment team writing-week.
The problem
The cost of running this workflow by hand
What the manual workflow costs in time and risk, and why adding people doesn't solve it.
Clients expect a regular point of view from their investment manager: what changed in markets, what the fund or model did about it, how the portfolio is positioned, and what the manager expects next. The investment team owns that commentary.
Producing it monthly or quarterly at scale is grinding work. Performance numbers from custodians, attribution from data providers, market context from research, and the firm's house view all stitched into a personalised report for every client or model.
The investment team either writes a generic letter that doesn't speak to the specific portfolio, or carves out a writing-week per cycle that limits everything else they could be doing.
How it works
Synthex runs every stage, from intake to approval
Each stage handed off automatically. Approval gates only where human judgement matters.
- 01
Pull the cycle data
Performance, attribution, asset allocation, top holdings, and trades for each model, fund, or account pulled from the custodian and data providers for the period.
- 02
Layer the firm's house view
The investment team's house view for the period — market drivers, sector calls, positioning — applied as the narrative spine.
- 03
Personalise to the portfolio
Commentary speaks to the specific portfolio: what drove its return, how it differed from the model, and what is changing in the next cycle.
- 04
Generate and review
Monthly or quarterly report rendered to the firm's template with charts, attribution tables, and narrative. Investment team reviews and approves; commentary is delivered through the adviser to the client.
Results
Measurable business outcomes
The process before and after Synthex, side by side.
Investment team time per cycle
With Synthex
Before
A writing week
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Personalisation
With Synthex
Before
One letter, many clients
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Cycle cadence
With Synthex
Before
Quarterly only
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Adviser-client narrative consistency
With Synthex
Before
Adviser paraphrases
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Investment team time per cycle
A writing week
Half a day of review
Personalisation
One letter, many clients
Personalised per portfolio
Cycle cadence
Quarterly only
Monthly is now feasible
Adviser-client narrative consistency
Adviser paraphrases
House view delivered intact
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