Reviews & performance
Staff and client conversations with a real data basis.
Two related but clearly separate review instruments: one for the internal staff appraisal, one for the annual review with the end client.
Functions in this group
Staff review & portfolio cockpit
Objective KPIs instead of gut feeling.
The AI aggregates all relevant key figures per staff member, compares them with the team and the previous year and writes a narrative summary. An assistant proposes SMART goals, and the file is archived after the conversation.
Annual review with the end client
The most important client conversation, prepared in ten minutes.
The AI summarises all the changes of the year, identifies new gaps and calculates the premium delta to the market. The result is a briefing, a client presentation and an LSV+ advisory record.
Be there from launch
Sign up for the waitlist. You'll be among the first to access the beta, see the roadmap and help shape the functions.