Governed Reporting Automation
for Asset Managers
40-60% time savings. 4-6 weeks to production.
Built-in compliance controls.
The Problem
Your team spends 3 days every month manually assembling client reports.
- Data from five systems. Copy-paste into templates. Compliance redlines. Last-minute fixes.
- One senior person who "knows how it works." Key person risk.
- Meanwhile, the board wants an AI strategy, but Compliance won't sign off on anything that looks like a risk.
You're stuck: Automate and hope nothing breaks, or keep burning margin on manual work.
The Solution
Data-to-narrative automation with guardrails.
Not "AI writes reports."
What We Do
POVIEW.AI delivers governed reporting automation for investment managers. We automate your client and regulatory reporting with built-in compliance controls.
What We Don't Do
We don't use AI to "write your reports" (Compliance kills that). We use structured generation with templates, approved language, and full audit trails.
5 Governance Controls Built In
Audit Trail
Every input, model version, and approval tracked
Approved Language
Pre-approved phrase library
Version Control
Track every change
Human-in-Loop
Review before output
Redline Diff
Compare vs. approved version
Why POVIEW.AI
40+ COO Relationships
£2tn+ AUM
Built by someone who's run asset management operations. Not guinea pigs - we've seen 40 firms do this.
FCA/Regulatory
Fluency
Deep understanding of Consumer Duty, SMCR, EU AI Act. We speak Compliance's language.
We Ship
Working Automation
Not reports. Not PowerPoints. Working automation you can use in 4-6 weeks.
What We Automate
We focus on the reporting workflows that consume your team's time every month
Monthly/Quarterly Client Reports
Performance updates, commentary, and client-specific reporting
Fund Factsheets
Automated factsheet generation with consistent formatting
SFDR Narratives
ESG and sustainability reporting with regulatory compliance
AIFMD/FCA Commentary
Regulatory reporting narratives with audit trails
Performance Attribution
Automated explanations of performance drivers
Custom Workflows
We can automate your firm-specific reporting processes
Results You Can Measure
Measured in one reporting cycle
From scoping to working automation
If we can't show measurable ROI in 6-8 weeks, we've failed.
Ready to Get Started?
Book a 30-minute scoping call to see if reporting automation
makes sense for your firm.
Questions? Email us:
info@poview.ai