Automated RIA Quarterly Performance Reports
Each quarter, WebRun opens Redtail Technology to list every client due a performance report, pulls each household's return, benchmark comparison, and allocation from Morningstar, and drafts a personalized report email in Gmail for you to review before it goes out.
How do I draft quarterly performance reports for every client without starting from scratch?
WebRun drafts your quarterly client performance reports by pulling each household's return, benchmark comparison, and allocation from Morningstar and matching it to the reporting relationship in Redtail Technology. It writes a personalized draft in Gmail for every client due a report, calling out anything notable, and leaves each one waiting for your review before it goes out.
- Every client gets a personalized report draft within a week of quarter close
- No report goes to a client without your review
- Clients who opted out of email reports are skipped automatically
Built for Registered Investment Advisors · wealth management firms · financial planners · client reporting teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.redtailtechnology.comin a real browser with your saved login - no setup, no API keys. -
1
Redtail Technology - list clients due a report
redtailtechnology.com
WebRun opens Redtail Technology to list clients due a report. - Open Redtail Technology and list every household due a quarterly report
- Capture the household's preferred contact and reporting relationship
- Note any household that opted out of email reports
Done when Every household due a report this quarter is listed.
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2
Morningstar - pull performance data
morningstar.com
WebRun opens Morningstar to pull performance data. - Open Morningstar and pull the quarter's return, benchmark comparison, and current allocation for each household
- Note any large gain, loss, or allocation drift worth calling out
- Match each figure back to the household
Done when Every household has its quarterly performance figures pulled.
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3
Gmail - draft the report email
gmail.com
WebRun opens Gmail to draft the report email. - Draft a personalized report email with the return, benchmark, and allocation for each household
- Call out anything notable in plain language
- Leave every report as a draft. Never send a performance report without your review
Done when A draft report is waiting in Gmail for every client due one this quarter.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will performance reports go to clients automatically?
No. WebRun only drafts each report in Gmail. Every report waits for your review and your send, nothing goes to a client on its own.
Where does the performance data come from?
It pulls each household's return, benchmark comparison, and current allocation from Morningstar for the quarter, so every figure reflects your actual reporting data.
What if a client opted out of email reports?
It checks the reporting preference on file in Redtail Technology first and skips drafting an email report for anyone who opted out.
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