What we build
A reporting engine that ships on the calendar — and passes compliance.
Each component is a production module — not a proof-of-concept — wired to your PMS, benchmark feeds, and client portal, with reconciliation and sign-off baked in.
Performance-report templates per mandate
Template library mapped to every mandate family — Balanced, Income, Growth, Equity, Alternatives — with composite disclosures, fee footnotes, and benchmark framing pre-wired.
AI-drafted commentary
Return drivers, attribution explanation, and market outlook are drafted against the verified figures — house style, mandate-specific framing, citations to the source of every claim.
Multi-currency + multi-language
Reports render in any base currency, every language the client needs (EN, ZH, JA, DE, FR, BM and more) — register and financial terminology tuned per jurisdiction.
Branded PDF + PPTX rendering
Every pack lands in your brand system — fonts, colours, chart conventions, cover variants per mandate, institutional PPTX for family offices, branded PDF for retail HNW.
Regulatory disclosures auto-inserted
GIPS composite footnotes, MAS / SFC / MiFID disclosures, performance-fee attestations — inserted per jurisdiction, version-locked, signed off before the pack ships.
Exception-based human review
Clean reports ship on the calendar. Only commentary edits, benchmark-licence flags, and regulatory tweaks land in the analyst queue — 98%+ pass-through is the norm.
Where reporting teams use it
Every pack — produced on cadence.
Same engine, tuned per mandate. Shared template library, per-mandate commentary framing, and per-client language preferences. Every motion below runs on the same stack; only the templates and disclosures change.
Discretionary asset managers
DPM and advisory firms running 200-2,000 client reports per cycle — shared mandate templates, per-client commentary tailoring, and multi-currency rendering in one run.
Private banks
Quarterly client packs across segment tiers — HNW, UHNW, institutional — with branded cover variants, RM sign-off, and client-portal delivery wired to the booking centre.
Multi-family offices
Consolidated reporting across custodians + mandates — performance reconciliation against multiple PMS, liquidity views, and cash-flow commentary per family unit.
Regulatory disclosure packs
Quarterly MAS / SFC / MiFID disclosure packs auto-inserted into standard reporting — footnotes, composite disclosures, and change-log archived for regulator inspection.
Performance-fee attestations
High-water mark, hurdle-rate, and performance-fee calculations drafted per mandate with full calculation memo — reviewed once, signed off, locked to the pack.
Bespoke institutional decks
Family-office and institutional PPTX packs with custom commentary depth, benchmark framing, and scenario exhibits — same engine, deeper treatment per client tier.
Model families we deploy
No single model owns the whole cycle. So we compose.
Each family covers a distinct step — commentary, rendering, translation, exception flagging — composed into a single reporting pipeline with reconciliation gates at every boundary.
Long-context model stitches performance figures, attribution drivers, and mandate framing into cited commentary — guardrails for house style and regulatory language.
Deterministic rendering engine converts verified figures + commentary into branded PDF / PPTX — fonts, colours, chart conventions preserved, pixel-stable across cycles.
Language model tuned per jurisdiction — financial terminology, formal register, and regulatory phrasing preserved across 8+ languages with in-house review cycles.
Classifier flags reports that need human review — tone outliers, benchmark-licence novelty, rounding mismatches, regulatory exceptions — everything else passes through.
Data wired into every pack
Every number reconciled. Every claim cited.
Pulled in parallel, reconciled against the PMS of record, and versioned alongside every pack that consumes them.
Explainability, not autopilot
Every pack has a sign-off chain. Every number has a reconciliation trail.
Every pack that leaves the pipeline carries a complete provenance record — source figures, benchmark version, commentary model, language model, template version, reviewer sign-offs, and delivery timestamp. Compliance can replay any client's pack for any cycle.
- Every figure reconciled vs PMS before drafting
- Commentary claims cited to source (figure or research)
- Full sign-off chain archived per pack
- Aligned to GIPS 2020, MAS 639, SFC Type 9, MiFID II
Why Axccelerate for reporting
Not a report-writing tool.
A production reporting pipeline.
A generic drafting tool gives you commentary. Our pipeline gives you reconciled figures, cited commentary, multi-language rendering, regulatory disclosures, sign-off chains, and portal delivery — every cycle.
Pricing
Priced to the mandate, not the report count.
Reporting deployments are custom — we scope against your mandates, PMS, languages, and sign-off workflow before quoting.
Glossary
The vocabulary behind every pack.
A quick reference for the acronyms that show up in performance reporting — the terms your reporting lead, compliance officer, and investment team will all use.
- GIPS composite
- Global Investment Performance Standards composite
A grouping of portfolios managed to a similar strategy — used to report performance consistently across an asset manager's client base. GIPS 2020 governs construction and disclosure.
- TWR
- Time-Weighted Return
Return measure that eliminates the effect of client cash flows — the standard for comparing manager performance vs benchmarks. Required for GIPS-compliant reporting.
- MWR
- Money-Weighted Return (IRR)
Return measure that captures the effect of cash-flow timing — useful for showing an individual client's realised experience rather than the manager's skill.
- Benchmark
- Reference index for a mandate
The index a portfolio is measured against — MSCI ACWI, FTSE World Government Bond, etc. Licence terms govern which constituents and returns can appear in a client report.
- Attribution
- Brinson / Karnosky decomposition
The breakdown of portfolio return into allocation, selection, currency, and interaction effects. Commentary attribution names the top drivers per reporting period.
- Return driver
- Top contributor to period return
A sector, security, or factor that materially contributed to the mandate's return that quarter — the first thing a client wants to see in the commentary.
- Drawdown
- Peak-to-trough portfolio decline
The percentage decline from a prior high-water mark. Essential context for performance commentary during down cycles and for performance-fee calculations.
- Performance commentary
- Narrative explaining the period
The client-facing written analysis of what drove the quarter's return — structured around attribution drivers, market context, and forward positioning.
- Performance fee
- Fee charged on returns above a threshold
A fee calculated on portfolio performance — typically gated by a hurdle rate and/or high-water mark. Requires separate disclosure and sign-off per mandate.
- Hurdle rate
- Return threshold before fees
The performance level a mandate must exceed before performance fees become chargeable — absolute, benchmark-relative, or cash-plus constructions are common.
- High-water mark
- Peak NAV before new performance fee
The historical peak NAV a mandate must exceed before performance fees can be charged again — prevents fee double-charging after drawdowns recover.
- Disclosure
- Regulatory + policy footnote
Mandatory content included with performance reports — composite disclosures, fee terms, benchmark descriptions, and jurisdiction-specific risk language.
- Reporting calendar
- Scheduled reporting cadence
The cycle on which client packs are produced — monthly, quarterly, semi-annually. Reconciliation, drafting, review, and delivery all anchor to the calendar.
- Reconciliation
- Figure-match vs system of record
The check that every performance number in a client pack matches the portfolio management system. Anything non-zero halts the pack until the discrepancy is resolved.
Retire the reporting-analyst backlog.
30-minute scoping with a senior engineer and a wealth-reporting operator. You'll leave with a mandate plan, PMS integration sketch, and realistic timeline — not a sales pitch.