The Client Record Is Fragmented
Notes, documents, holdings, service history, and open items are difficult to review in one place.
AI for Financial Services
Give Advisors the Client Context They Need Before the Meeting Starts.
Connect approved client, portfolio, custodial, document, and engagement information into a review-ready picture for advisory teams.
The workflow supports preparation and monitoring while advisors and compliance teams retain responsibility for decisions.
Where advisory work slows
Client context is difficult to use when relationships and portfolio information are fragmented.
Client records, notes, documents, portfolio information, and custodial workflows often sit in different systems. Advisors spend time rebuilding context while relationship and review signals remain inconsistent.
Meeting Preparation Repeats
Advisors and support teams gather familiar information again before each client conversation or review.
Follow-Up Signals Are Inconsistent
Relationship, concentration, and service conditions require consistent visibility and advisor review.
Where AI can assist
Prepare client context for review without outsourcing the advisory decision.
Vivitec connects approved client, portfolio, custodial, and engagement data within the firm’s access and governance requirements. Advisors and compliance professionals remain responsible for recommendations, suitability, and action.
Meeting Briefings
Assemble approved notes, documents, portfolio context, service history, and open items for advisor review.
Relationship Follow-Up Signals
Surface configured inactivity, service, or life-event information for the responsible team to evaluate.
Portfolio and Concentration Review
Present defined portfolio conditions and exceptions without turning the workflow into automated advice.
Service and Compliance Dashboards
Organize role-appropriate service, review, and documentation status across the client base.
Choose the first workflow
Start With the Client Review Your Team Rebuilds Most Often
Bring a meeting-preparation, relationship-monitoring, portfolio-review, or service workflow. We’ll map the approved sources, reviewers, and client-controlled environment required.