Prepare the client file
Organize holdings, contributions, beneficiaries, policies, and prior meeting notes for the review.
Financial advice / client reporting
Client reports should make the file easy to review, not hard to rebuild.
We build private workflows that prepare client review packs, holdings summaries, contribution and beneficiary records, and action item drafts. The workflow assembles the file; the qualified adviser owns the recommendation and the client owns the decision.
Review packHoldings summaryClient contextAction items
Pattern demonstration / same workflow, synthetic material
Fixed-scope setupClient-owned accountsDraft-and-review firstFull handover
Where adviser time goes
The same context follows every client report.
Before giving advice, the adviser needs the current file: holdings, contributions, beneficiaries, policies, and prior meeting notes.
Build the report pack
Prepare the client report draft with current positions, changes, and open questions for the adviser.
Track the follow-ups
List recommended review items, client decisions, and completion dates for the adviser and client.
The advice boundary
The system prepares the report. It does not give advice.
The adviser owns the recommendation
The workflow drafts from records. Product, suitability, and recommendation decisions stay with the qualified adviser.
The client owns the decision
The workflow does not transact, sign, or commit the client to a product.
Source context stays attached
Every report draft stays linked to the holdings, policy, and meeting records that produced it.
A first client report workflow
Start with the report the firm sends most.
Choose the report
Pick the annual review, new client pack, or update report the adviser produces regularly.
Map the client sources
List holdings, contributions, policies, beneficiaries, and meeting records behind the report.
Draft for review
Prepare the report skeleton, current positions, changes, and open questions for the adviser.
Hand over the sign-off
Deliver the draft and action items to the adviser for review, recommendation, and client discussion.
A client report is better when the current file is easy to review and the recommendation is clearly the adviser's.
Why trust Pristine3D?
We build and operate production software.
Pristine3D Ltd builds and operates live digital products, and we run private AI workflows internally as part of our own operations. We scope around your real workflow: the documents you own, the questions your team asks, and the access boundary you approve. Based in Lagos, Nigeria, we work remotely with clients worldwide.
We already run live products
Based in Lagos, Nigeria, Pristine3D currently builds and operates smartcards.ng, venu.ng, photoshoot.ng, and ugc.ng in production.
We start with the actual workflow
One input, one output, one test set, and one person who owns the result. We scope a real workflow instead of a transformation programme.
The boundary stays visible
Cloud, model, storage, and messaging accounts stay in your name. The chosen data path, access rules, test record, documentation, and training are part of the agreed scope.
Pricing / fixed scope
Know the starting numbers before you ask.
The final quote follows the workflow. Infrastructure and model bills stay on your accounts.
One Workflow
Starting from$3,500 / ₦2.5m
2 to 3 weeksOne workflow for a small team, with training and handover.
See the one-workflow packageFirm-wide
Starting from$7,500 / ₦8m
4 to 6 weeksMultiple sources, roles, integrations, and admin handover.
See the deploymentAnnual support
Starting from$3,000 / ₦1.5m
per yearStandard care for one delivered workflow. Optional. Larger deployments and active monitoring are separately scoped.
See supportArchitecture review from $500. Standard annual support is $3,000 / ₦1.5m per year for one delivered workflow. New workflows, integrations, active monitoring, and infrastructure are separately scoped; infrastructure, model, storage, and messaging bills stay on client accounts. Full pricing and what changes the quote
Straight answers
Common questions.
Does this give financial advice?
No. It prepares the report and client file. Recommendations and suitability decisions stay with the qualified adviser.
Can it transact on the client's behalf?
No. It organizes and drafts. Transactions and client decisions stay with the client through the firm's normal process.
How is this different from financial planning reviews?
That page prepares the planning meeting and goals pack. This page is the client reporting and review cycle.
Own your knowledge base
The model is not the product. The knowledge base is.
Documents, the retrieval index, access rules, and the workflows built around them are the asset, and they compound. We deploy so the knowledge base stays yours: on your accounts, in the environment you choose, under access rules your team defines. The model behind the answers is a connector, so the knowledge base moves with you, not with a vendor.
Your corpus, your index
The document store, metadata, and retrieval setup live on accounts you own. No vendor holds the corpus.
Models are swappable parts
Change the model provider, move regions, or go local without rebuilding the knowledge base or the workflow.
The knowledge base is the alpha
Every improvement to the corpus improves the answers, and the improvement stays with you, not with a vendor.
Keep exploring
Related setups.
Start with the client report
Which client pack takes the adviser longest?
Tell us the report, the client sources, and the review owner. We will scope a workflow around the firm's own reporting format.