Client portfolio review agent

Why you need it‍

Weekly portfolio updates are important but slow. You have to read PDFs, pull out holdings and performance, write a summary, build slides, and then email everything to each client. This agent does that for you. It reads the portfolio PDF, pulls holdings, performance, and benchmark data, highlights top performers, risk exposure, and allocation drift, then generates a clean summary for advisors to share. It also creates a 5 page slide deck in Gamma using the same context and sends the finished slides to each client using the email addresses you provide.

What you need in Vellum

• Input for portfolio PDF uploads
• Parsing step to extract holdings, performance, and benchmark data
• Logic to identify top performing assets, risk exposure, and allocation drift
• Template to generate personalized text summaries for each client
• Integration or API call to create a 5 slide Gamma presentation from the agent output
• Input field for client email addresses
• Email sending step that attaches or links the Gamma deck and includes the summary
• Weekly trigger or manual run after new PDFs are availableil