Superkind for financial advisors

In financial advisory the same work comes back every week: checking portfolios, building reports, preparing client meetings, summarizing positions. You hand this work to Superkinds. You describe it once in Slack, Teams or by email, they do it in your tools, and nothing goes out before you approve it.

Superkind Team

Every example is set at Schneider GmbH, a made-up company

Meet the financial advisory Superkinds

Four Superkinds, each with one clear job. They all share the same company knowledge, so the Meeting Preparer knows the Portfolio Checker’s numbers

One quarterly review, from preparation to minutes

How the quarterly review with Schneider GmbH runs through the four Superkinds

YouSlack

@Superkind The quarterly review with Schneider GmbH is next week. Prepare everything.

  1. Portfolio Checker

    checks the portfolio and summarizes the performance

    Portfolio report
  2. Meeting Preparer

    prepares the meeting documents

    Briefing With your approval
  3. Report Builder

    creates the quarterly report for the client

    Client report With your approval
  4. Minutes Writer

    sends the meeting minutes and next steps

    Minutes
Result

The meeting is prepared and the minutes are with the client.

ExcelOutlookSharePoint

Portfolio Checker: knows where the numbers stand

Reads the portfolio data from Excel and the inbox and creates a summary with gains, losses and open positions

advisory
You8:30

@Superkind How is the Schneider GmbH portfolio doing?

Portfolio CheckerSuperkind8:32

Summary since last quarter:

  • Overall performance +3.2% since Q2
  • Largest position Industrial fund, +5.1%
  • Action needed Review bond fund Waiting for you

Set up in three steps

  1. Write in Slack: "@Superkind, I need a Portfolio Checker. Summarize the portfolio performance every week."

  2. Connect Excel and Outlook. Superkind reads the portfolio data and bank notices.

  3. Say when it runs: "Every Monday at 8:30 in #advisory."

Google CalendarWordSharePoint

Meeting Preparer: gets you ready for the conversation

Reads the calendar, collects client data from SharePoint and creates a briefing in Word

Advisory
You10:00

@Superkind Prepare the quarterly review with Schneider GmbH.

Meeting PreparerSuperkind10:02

The briefing is in Word. Portfolio status, recent meetings and open items are included.

Briefing Schneider GmbH Q3Word · Portfolio, history, open items

Set up in three steps

  1. Write in Teams: "@Superkind, I need a Meeting Preparer. Create briefings for my client meetings."

  2. Connect the calendar and SharePoint. Superkind knows which meeting is coming and where the client data is.

  3. Set the rule: "Create the briefing two days before the meeting."

ExcelWordOutlook

Report Builder: builds the report clients read

Takes the portfolio data from Excel, formats it as a quarterly report in Word and submits it for your approval

advisory
You14:00

@Superkind Create the quarterly report for Schneider.

Report BuilderSuperkind14:03

The report is in Word and waiting for your approval:

Quarterly report Schneider GmbH Q3Word · 4 pages · Portfolio + recommendations

Set up in three steps

  1. Write in Slack: "@Superkind, I need a Report Builder. Create quarterly reports for my clients."

  2. Connect Excel and Word. Superkind takes the numbers and formats the report using your template.

  3. Set the rule: "No report goes out without my approval."

OutlookSharePointWord

Minutes Writer: records what was discussed

Creates the minutes from your notes in SharePoint and sends them as an email to the client

Advisory
You16:30

@Superkind Write the minutes for the Schneider meeting. Rebalance bond fund, next meeting in three months.

Minutes WriterSuperkind16:32

The minutes are ready and waiting for your approval:

Minutes Schneider GmbHEmail draft · Actions + next meeting

Set up in three steps

  1. Write in Teams: "@Superkind, I need a Minutes Writer. Write the minutes after every meeting."

  2. Connect Outlook and SharePoint. Superkind takes your notes and creates the email.

  3. Confirm: "Every set of minutes waits for my approval."

Frequently asked questions

Does Superkind send reports to clients without me?

Only if you want it to. You decide what a Superkind may do on its own and what needs your approval. It shows you reports and minutes first.

Can Superkind work with our portfolio data?

Yes. Superkind reads Excel and the notices from the inbox. It summarizes and formats, but it does not trade or change any positions.

Do the Superkinds know about each other?

Yes. What one Superkind learns goes into your company knowledge, and every Superkind uses it. So the Meeting Preparer knows the Portfolio Checker’s numbers.

What does it cost?

You can try Superkind for free, with up to 150 hours of work and no credit card. Business starts at €50 a month for unlimited users. €1 gets about one hour of work done. Every plan is on the pricing page.

Is my data safe?

Superkind keeps storage and AI models in the EU, is GDPR compliant and aligned with the EU AI Act. No model is trained on your data.

More use cases

The other departments and their Superkinds

Ready for your first AI employee?

Try Superkind