How to Automate Client Reporting for Financial Advisors
python
dev.to
How to Automate Client Reporting for Financial Advisors Every Monday morning, RIAs and family office operators do the same ritual: log into three different custodian portals, download CSV files with inconsistent date formats, spend two hours reformatting data in Excel, apply their firm branding, generate PDFs, and email them to clients. It's tedious, error-prone, and a complete waste of human intelligence. I built a reporting pipeline that eliminates this entirely. Here's how it wor