Streamline Client Updates with IBKR’s AI-Powered Commentary Generator
Commentary Generator
Streamline Client Updates with
IBKR’s AI-Powered Commentary Generator
Advisor Portal, our free and powerful client relationship management (CRM) tool for advisors on the IBKR platform, now includes an AI-powered Commentary Generator that allows you to create timely, relevant updates for your clients in seconds.
Commentary Generator leverages generative AI to create client-specific reports summarizing the latest performance and ticker-specific news from select providers. Commentary Generator helps you streamline your workflow and improve your efficiency:
The generative AI powering Commentary Generator scans multiple reliable sources of information and generates customized market insights tailored to each client’s portfolio. Each AI-generated commentary includes citations from referenced sources to help ensure accuracy and transparency and can be easily edited to demonstrate your voice and perspective before being distributed to clients.
Commentary Generator is accessed via the
Administration & Tools > Commentary Generator menu in Advisor Portal.
Quickly distill large amounts of information into client-specific insight.
Perform faster, near real-time updates as news breaks or additional information is made available.
Filter noise from your analysis to make straightforward recommendations.
Easily monitor and receive summaries tailored to the markets, sectors, asset classes and symbols of most interest to your clients.