Automate wealth management client communications

Customer Communications Management and document automation for wealth managers and asset management firms. Generate fund fact sheets, portfolio statements and investment reports with speed, compliance and personalisation.

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Modernise Your Wealth Management Documents

Wealth managers generate highly personalised communications that demand accuracy and professionalism — investment reports, portfolio statements, financial planning proposals and client review documents. Traditional document systems weren't designed for the conditional logic, personalised performance data and branded client experiences these client communications require.

Wealth management requires speed without compromising precision. Portfolio statements must present complex financial data clearly while maintaining regulatory compliance and brand consistency. Financial advisors need centralised templates where they can standardise client communications while including personalised investment performance, asset allocation details and tailored recommendations.

GhostDraft gives wealth managers and financial advisors control of creating, updating and delivering personalised communications at scale. Automate the generation of compliant investment reports, portfolio statements and financial planning proposals from a central content library for all your documents and client communications.

Data-Driven Document Generation

Automatically merge customer portfolios and fund performance data with approved templates. Generate personalised investment reports and statements on-demand.

Centralised Template Library

Manage all fund and wealth management templates in one central content library. Create documents for new products quickly and get financial products to market faster.

Personalised Communications

Deliver branded, compliant communications across all channels. Enhance trust and client experience with professional investment reports and personalised portfolio statements.

Trusted by 400+ Insurers, Law Firms and Wealth Managers

Streamline Your Wealth Management Client Communications Lifecycle

GhostDraft helps you automate the creation and delivery of compliant, personalised wealth management communications — from fund fact sheets and investment proposals to portfolio statements and professional client correspondence.

Product Comparisons

Generate fund fact sheets and investment product comparisons on-demand with personalised recommendations.

Client Onboarding

Onboard new clients faster with interactive application forms, risk profiling questionnaires and account opening documents.

Investment Reports

Automate portfolio performance reports with client-specific asset allocations, returns and personalised investment feedback.

Portfolio Statements

Generate quarterly and annual portfolio statements at scale with valuations, transaction histories and fund performance data.

Tax Documents

Deliver compliant tax certificates, IT3(b) statements and capital gains summaries with accurate client and fund data.

Client Correspondence

Strengthen client relationships with personalised market updates, regulatory changes and new product announcements.

Streamline Client Quoting, Applications & Onboarding

Wealth managers generate multiple personalised documents during client acquisition — from initial investment illustrations and product comparisons to applications and investment mandates. Manual quote preparation delays client decisions while inconsistent documentation across advisors creates compliance risks and impacts the client experience during critical onboarding phases.

GhostDraft automates the generation of client quoting and onboarding documents at scale. Deliver personalised investment illustrations, product comparisons and interactive application forms with client-specific risk profiles, portfolio recommendations and fee structures. Onboard clients faster while maintaining compliance throughout the client journey.

Generate personalised investment illustrations
Design interactive product comparison documents
Automate risk profiles with client-specific recommendations
Onboard clients faster & maintain regulatory compliance

Fund Fact Sheets and Product Documents Library

Managing fund fact sheets, product brochures and investment proposals across multiple fund ranges is complex and time-consuming. Manual document processes and IT reliance create delays for template updates and version control challenges, and increase the risk of outdated performance data reaching clients.

GhostDraft gives wealth managers complete control over fund documentation. Store and manage fund fact sheets, approved disclosures and product templates in one central content library. Update fund performance data once and apply across all client-facing materials.

Update fund data once, apply across all templates
Manage all templates and disclosures in a central library
Speed up new product launches with reusable content
Ensure compliance with strict version control

Automate Client Portfolio Reporting at Scale

Wealth managers generate portfolio reports monthly, quarterly and annually — combining client holdings, performance data, asset allocations and personalised commentary. Manual report generation creates bottlenecks during reporting periods, increases the risk of data errors and limits the number of clients advisors can serve effectively.

GhostDraft automates portfolio report generation by seamlessly combining approved templates with client and fund data. Generate thousands of personalised investment reports simultaneously while maintaining accuracy across valuations, performance metrics and regulatory disclosures.

Automate quarterly and annual reporting cycles at scale
Generate personalised portfolio reports on-demand
Deliver reports across multiple channels simultaneously
Maintain brand consistency across all client communications

Document Automation for Regulated Industries

Legal Services

From property transfers and lease agreements to wills and commercial contracts, see how GhostDraft streamlines document production and maintains compliance for legal practices and corporate legal teams.

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Short-Term & Life Insurance

From policy wording and claims letters to high-volume renewal notices, see how GhostDraft modernises insurance communications and ensures compliance for short-term and long-term insurers.

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GhostDraft Customer Testimonials

The GhostDraft tool is very easy to use. We converted from another vendor due to the ease of use and reduced cost.”

Bruce Battaglia

Director of IT at Harford Mutual Insurance

As a leading short-term insurer, we're always looking for technologies to build stronger customer experiences and to create operational efficiencies. The GhostDraft solution will assist with these goals."

Sam Nkosi

Chief Information Officer at Santam

Design and development of customer letters decreased from 90+ days to 2 days. We now rapidly deploy new complex letters and edits to existing letters without any development.”

Chris Chandler

CIO of Florida Peninsula Insurance

GhostDraft’s technology is designed to empower business users to handle customer communications, enabling IT teams to focus on more pressing matters."

Will Murphy

VP, Global Technology Alliances at Guidewire

In the search to replace our legacy, on-premise CCM platform, GhostDraft stood out as an industry leader for a modern SaaS content creation solution.”

Michael M. McCullough

Director of IT at ALPS Insurance

All-in-One Platform for Wealth Management Client Communications

Ready to automate your wealth management documents? Book a demo to see how GhostDraft generates fund fact sheets, portfolio statements and investment reports for wealth managers and asset management firms.