Quarterly Client Report Generator (RIA)

Generates personalized quarterly client reports: portfolio performance vs. benchmark, contribution/withdrawal summary, allocation drift, fee transparency, notable transactions, plain-English commentary on the quarter's market. Pulls from custodian feed (Schwab / Fidelity / Pershing) + Orion/Black Diamond via MCP. Turns a 4-hour quarterly report per client into a 5-minute review-and-send.

Discovered on Internal via @thetalkinghedge