SOLUTIONS
Broker-Dealers & RIAs
Your clients expect personalized, timely communication. Compliance expects consistent, approved messaging. Orrigo drafts client cover letters, talking points, portfolio commentary and market recaps, and client proposals and presentations using your firm’s approved messaging—so you stay compliant, and responsive while tailoring personalized communications for your clients.
The Challenge
Common problems investment advisers and broker-dealers face every day.
Client communication and meeting prep takes too long
Drafting quarterly presentations, market updates, ad hoc question responses, and preparing for client touch-points eats into time you should actually spend advising clients.
Staying on-message is hard
Your firm has compliance-approved messaging, but finding the right language for each client situation means digging through old documents.
Scaling personal touch
As your book grows, maintaining the quality and personalization of each communication becomes impossible without adding new resources.
How Orrigo helps
Features and workflows designed for investment advisers.
Draft client communications instantly
Generate market recaps, quarterly commentary, and client talking points and presentations all grounded in your firm's compliance-approved language securely with your clients’ data.
Answer questions on the spot
Use Orrigo from Word, Excel, and Outlook to pull approved answers to client inquiries and to draft market outlook. Use your AI meeting notes and client performance reports as informational inputs into tailored client communications.
Personalize at scale
Tailor the message based on your firm’s tone of voice, and add details for each client based upon prior AI-enabled meeting notes and conversational intelligence.
No training required
Built for wealth advisers, not engineers. Start using Orrigo in days in the Microsoft tools you already work in—Word, Excel, and Outlook.
Ready to see it in action?
Book a demo tailored to how asset managers use Orrigo.