Clear Insights. Stronger Conversations.
AI Insights is FINIAT’s AI-powered analytics and communication engine. It delivers instant, personalized portfolio summaries in clear, client-friendly language, giving advisors the ability to not only explain performance, but the why behind every decision.
Impact
Why It Matters
Beyond Performance Metrics
Any platform can show returns. AI Insights goes further by narrating the rationale behind allocation changes and the impact on the overall portfolio helping advisors demonstrate their value and expertise with clarity and precision.
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Flexibility
Flexible Across Portfolios
Active or passive, always client-ready
Active Portfolios
Highlights tactical adjustments, why they were made, and how they affected performance.
Passive portfolios
Provides context on attribution, positioning, and rebalancing so clients stay engaged even in buy-and-hold strategies.
Productivity
AI Insights for Advisors
AI Insights streamlines workflows, automates storytelling, integrates intelligence, and builds clarity empowering advisors to scale trust, value, and growth.
Efficiency for Advisors
Automated Storytelling, Less Manual Prep
AI Insights eliminates hours of report writing and manual prep work. Advisors can scale consistent, personalized communication across their entire book of business — freeing more time for client relationships and prospecting.
Integrated Intelligence
Analytics & Narrative Combined
Connected to FINIAT’s Intelligent Allocation engine, AI Insights is the first solution to pair real-time portfolio narrative intelligence with active algorithmic portfolios.
Giving Clients Clarity and Confidence
Stronger Trust. Clearer Value. Faster Growth.
By transforming complexity into client-ready storytelling, AI Insights strengthens advisor differentiation, builds client confidence, and creates efficiency at scale — helping advisors grow faster while elevating their role in today’s competitive market.
FAQs
Frequently Asked Questions
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AI Insights is FINIAT’s communication engine that transforms complex portfolio data into clear, client-friendly narratives.
It saves advisors hours of manual reporting and letter writing by automatically generating personalized performance explanations, market updates, and commentary.
AI Insights automatically generates clear, client-friendly summaries that explain portfolio performance, allocation changes, and market impacts. It transforms complex data into concise narratives advisors can share in reports, emails, or meetings to enhance transparency and client understanding.
AI Insights is designed as a communication aid rather than a regulatory reporting tool. While it helps advisors create clear and consistent client updates, final compliance review and approval remain the responsibility of the advisor or their firm.
Yes. Advisors can configure tone, branding, and delivery so that communications sound like they came directly from their practice.
Yes. The system provides context and reasoning behind portfolio changes, helping clients understand what’s happening and why.