Automate Standard-of-Care Briefings for Your Entire Partner Network

The problem

Wealth management partner firms receive performance reports on an irregular cadence, assembled by an internal team that manually pulls data for each firm, builds comparison tables, and formats them into PDFs. The standard-of-care briefing process takes days of analyst time per cycle, firms sometimes wait weeks between updates, and the output format varies by who built it that month.

What this app does

A partner briefing engine that automates the standard-of-care reporting cycle. Partner performance data flows in from the underlying datasets, and the app generates a formatted briefing per firm—performance attribution, AUM trends, benchmark comparisons, and key observations—ready for review within minutes of the data landing. Compliance reviewers see a structured approval queue. Approved briefs are delivered through the same surface that partners already use. The generating analyst validates exceptions rather than building from scratch.

Key takeaways

• Briefing generated from live data—no manual pull or format required
• Standard output format consistent across every partner firm
• Compliance review queue built into the approval workflow
• Analyst role shifts from builder to reviewer

Who it's for

Partner relations, compliance, and investment operations teams at hybrid RIAs, broker-dealers, and wealth management platforms managing standard-of-care reporting obligations for independent advisor firms.

Automate the standard-of-care report so analysts stop building it from scratch

See how Domo can automate your standard-of-care briefing cycle so analysts validate output instead of building it from scratch.

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