Quarterly report generation

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Quarter end date reached

   Workflow automatically initiates on the last day of each quarter. System identifies all active client portfolios requiring quarterly reporting.

   n8n Scheduler
2. 2

   Action

   Extract portfolio performance data

   Retrieves current portfolio holdings, transactions, and performance metrics for all clients from portfolio management system. Gathers market data and benchmark comparisons for the quarter.

   OrionMarket Data APIs
3. 3

   Action

   Pull client information and preferences

   Fetches client contact details, communication preferences, and custom reporting requirements from CRM system. Identifies clients requiring special reporting formats or additional analysis.

   Salesforce Financial CloudRedtail CRM
4. 4

   Decision

   Check portfolio performance thresholds

   Evaluates if portfolio performance falls outside acceptable risk parameters or client expectations. Flags accounts requiring advisor review before report distribution.

   Riskalyze
5. 5

   Action

   Generate personalized performance reports

   Creates customized quarterly reports with performance charts, asset allocation analysis, and commentary. Incorporates client-specific goals and risk tolerance into narrative.

   MoneyGuideProReport Generation Engine
6. 6

   Action

   Route for advisor review

   Delivers flagged reports to appropriate advisors for review and approval before client distribution. Auto-approves reports meeting all performance criteria.

   WealthboxEmail System
7. 7

   Output

   Distribute final reports to clients

   Sends approved quarterly reports to clients via their preferred communication method (email, client portal, or mail). Updates CRM with delivery confirmation and schedules follow-up activities.

   Salesforce Financial CloudClient Portal

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