Generic Market Updates
Banks send identical market updates to all clients, missing opportunities for personalized engagement and value-add conversations.
Agentic AI for Wealth Management
Built in Switzerland
Autonomous AI Agents for Personalized Client Intelligence
Deliver personalized market briefings to every client automatically. Our AI agents help advisors reclaim 10+ hours per week while scaling personalization from 50 to 500+ clients.
MORNING REPORT
27 January 2026
Dear Philipp,
Here's your personalized morning report. Based on your portfolio, here are today's key insights.
S&P 500
6,147.50 +0.82%
Nasdaq
22,426.00 +0.86%
VIX
17.48 -11.85%
Your Portfolio
AAPL
282.13 +8.91%
GOOGL
171.64 +2.92%
NOVO-B
435.25 -3.93%
The Challenge
One Size Does Not Fit All
Traditional wealth management communication is fundamentally broken.
No Real-Time Intelligence
Client advisors lack real-time, client-specific market intelligence when clients call with urgent questions or concerns.
Siloed Data Systems
Critical data sits siloed and separate from CRM systems, forcing advisors to juggle multiple platforms during client interactions.
Reactive, Not Proactive
Without personalized intelligence, relationship managers become order-takers instead of trusted, proactive advisors.
Agentic AI Platform
AI That Acts, Not Just Answers
Unlike chatbots, our autonomous agents execute multi-step workflows end-to-end—without constant supervision.
Customizable Templates
Branded report templates that match your firm's identity and compliance requirements.
Natural Language Reports
AI-generated narratives that explain market movements in clear, client-friendly language.
Intelligent Market Data
Real-time market data aggregated and filtered for relevance to each client's portfolio.
Portfolio Integration
Connect client holdings to surface only the most relevant market movements and opportunities.
Risk Assessment
Proactive alerts about portfolio impacts and risk exposures before clients even call.
Suggested Actions
AI-powered recommendations and talking points for client conversations.
Live Demo
See It In Action
Personalized morning reports delivered to every client, automatically.
Morning Report - January 27, 2026
MORNING REPORT
27 January 2026
Dear Philipp,
Here's your personalized morning report with key insights for today.
S&P 500
6,147.50
+0.82%
Nasdaq
22,426.00
+0.86%
VIX
17.48
-11.85%
Your Portfolio
AAPL
Apple Inc
282.13
+8.91%
GOOGL
Alphabet
171.64
+2.92%
NOVO-B
Novo Nordisk
435.25
-3.93%
MSFT
Microsoft
441.50
+1.24%
Risk Watch
Swiss franc strength affecting CHF-denominated returns. Consider reviewing currency hedging strategy.
Suggested Action
Review tech sector exposure given recent earnings volatility. Consider trimming AAPL position by 5%.
A
Real-Time Portfolio Data
Portfolio-specific market movements with live prices and personalized impact analysis.
B
AI Risk Intelligence
AI-generated risk watch and action recommendations tailored to each client's profile.
C
One-Click Scheduling
Integrated scheduling for advisory consultations directly from the report.
AI Intelligence
Intelligence That Understands
AI agents that answer the questions your clients are asking.
Question
"What should I tell my client about the Fed decision?"
Jetr.ai analyzes your client's fixed income exposure, duration sensitivity, and investment horizon to generate a personalized talking point about rate impacts on their specific portfolio.
Question
"Which clients are exposed to semiconductor volatility?"
Instantly identify all clients with direct or indirect semiconductor exposure, ranked by portfolio impact, with suggested hedging strategies and communication templates.
Question
"Generate a briefing for Mrs. Schmidt's tech holdings"
One-click generation of a comprehensive briefing covering her specific tech positions, recent earnings, analyst sentiment, and personalized recommendations aligned with her risk profile.
Infrastructure
Enterprise-Grade Technology
Built for the security and scale requirements of financial institutions.
Modular Architecture
Choose from a library of predefined modules and customize to your needs.
Real-Time Processing
Lightning-fast data processing with real-time market updates.
Cloud-Native
Scalable infrastructure with high availability and disaster recovery.
Swiss Data Residency
Your data stays in Switzerland. Never used to train AI models. Full compliance audit trails.
Data Aggregation
Aggregates data from multiple sources with comprehensive coverage.
CRM Integration
Connects with Salesforce, HubSpot, Dynamics and your existing portfolio systems.
Security & Compliance
Built for Regulated Industries
We understand that trust is earned. That's why security isn't an afterthought—it's foundational.
Swiss data residency with FINMA-aligned practices
Your data is never used to train AI models
Enterprise-grade encryption at rest and in transit
Complete audit trails for compliance reporting
SOC 2 Type II certification (expected)
Swiss-Built
Data protection you can trust
Get Started
See It In Action
Schedule a 15-minute demo to see how Jetr.ai can transform your client communication.
Or reach out directly at [email protected]