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AI-ready · Tool Usage

You’re prepping a quarterly portfolio review for a client using an AI tool that pulls performance and allocation data from your CRM and custodian feeds. Walk me through which parts of that review you’d let the tool draft outright, and which parts — the market commentary, the recommendation — you’d insist on writing yourself.

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I let AI handle the mechanical layer: pulling performance numbers, calculating allocation drift against the target model, and formatting the tables and charts from the custodian feed.…

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