Know who to call first when the market wobbles.
The AI Client Review Assistant reads your book every morning. It flags clients whose goals are near, whose portfolios have fallen, whose SIPs failed or who sent worried messages, and puts them in a call list with the reason next to each name. It does not recommend funds.
AI Client Review Assistant
Morning review · 07:30
214
down 5% or more
38
goals within 3 years
12
asked about stopping SIPs
- Call
Sunita Yadav
Goal in 2027 · portfolio down 8.1% · asked about stopping SIP
- Call
Mohd. Arif
Retirement in 2028 · down 6.4% · no call in 74 days
- Call
Kavita Rai
SIP failed twice · mandate expired
- Call
Deepak Maurya
Down 7.2% · risk profile due for review
What it does
Everything AI Client Review Assistant keeps in order.
Near-goal clients first
Clients with goals inside three years and a falling portfolio are ranked at the top, because their concern is most valid.
Drawdown flags
See which clients are down five percent or more from their recent peak, grouped by goal horizon and risk profile.
Worried messages
Messages that mention stopping a SIP or redeeming are picked up from your logged conversations and added to the list.
Failed instalments
Clients with a bounced SIP or lapsed mandate are flagged with the bank reason, so the call has a clear purpose.
Your market note
Share the firm's prepared, factual market note with flagged clients in one step, with the send logged on each card.
Call outcomes
After each call, log the outcome. Any change in holdings goes through a suitability check before it is recorded.
How it works
A routine your whole team can follow.
- 01
Morning review
The assistant scans holdings, goals, SIP status and logged messages, then builds the day's call list.
- 02
Reasons, not scores
Each flag states why in plain words, for example goal in 2027, portfolio down 8%, asked about stopping SIP.
- 03
Advisor decides
You choose who to call and what to say. The assistant never contacts clients or suggests products.
- 04
Outcome on record
Notes, consents and any rebalancing are saved with the client's risk profile in the Compliance Vault.
Investor protection and responsible AI
- 01Bullsera is practice software, not an investment adviser. It never recommends securities and never promises returns.
- 02The AI only flags clients who may need attention. All advice is given by the registered advisor, within SEBI, AMFI and IRDAI rules.
- 03Every recommendation is linked to the client's risk profile and recorded with consent.
- 04Market messages are factual and never use guaranteed-return language.
- 05Client financial data is encrypted, never used for any other purpose and never sold.
Does the AI recommend funds or policies?
No. It flags clients who may need attention and explains why. Every recommendation is made by the registered advisor.
Does the AI message clients directly?
No. It prepares the call list. Any message, including the firm's market note, is sent only when the advisor chooses to send it.
What data does the assistant use?
Only the data in your Bullsera account: holdings, goals, risk profiles, SIP status and the conversation notes you log. Client data is never used to train models for anyone else.
Can I change how clients are ranked?
Yes. You can set the goal horizon, drawdown threshold and which signals count, so the list fits how your practice reviews clients.