AI-powered portfolio briefing system for fund managers

The Challenge

Apex Capital managed a multi-asset portfolio focused on African markets. Every morning, two analysts spent three hours aggregating data from Bloomberg terminals and proprietary Excel models to produce a daily briefing. The process was slow and prone to copy-paste errors.

Our Solution

We built a data ingestion pipeline that pulls from 12 sources every morning at 5am. An AI layer applies the scoring model to flag positions of interest, generate plain-language summaries of overnight movements, and highlight risk exposures. The output is a structured PDF brief delivered to fund managers by 7am.

The Result

Fund managers now receive their brief at 7am without analyst involvement. The two analysts who previously spent mornings on data gathering now focus entirely on research and client work. The reports are described by the team as more consistent than the manual versions.