In my day job, I work as an advisor to UHNW families and individuals. They have their investments spread across multiple institutions, each providing their own

In my day job, I work as an advisor to UHNW families and individuals. They have their investments spread across multiple institutions, each providing their own monthly statement, holdings, etc. Our clients pay 4-figures fees monthly to have a consolidated statement (how much money I earned on August, what has been my return YTD, etc.) and portfolio holdings (How much fixed income do I have? How much I am exposed to the Turkish lira? to Argentinian stocks?). Most of the information is in the individual statements (in pdf) and the rest from providers such as Bloomberg and Morningstar. The solutions out there are custom-made and have a lot of manual input. I think a bit of AI and good visualizations can go great lengths to solve this problem.