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Challenge
A 3-advisor RIA with 120 client households was manually updating their client portal every month, pulling performance data from Schwab, generating summary reports, uploading documents, and sending notification emails. The process took about 4 hours each month and was error-prone. Two months in a row, a client received another client's performance summary due to a copy-paste error. The firm was also behind on uploading quarterly planning documents, with some clients not receiving updates for 6+ weeks after their review.