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Investor enquiries inbox for a wealth manager
Answers fund investor emails about capital calls, statements and tax documents from the investor records, and sends performance questions and anything suspicious to investor relations.
Talk to Olivia at Quillbrook Wealth Partners
Quillbrook Wealth Partners is made up. Olivia is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Every capital call and quarter end brings a wave of investor emails asking the same things. Investor relations spends days answering them, and a fake "new wire instructions" email can slip through while the team is busy.
How it works
- Matches each email to the investor's record and commitment
- Answers capital call amounts, remaining commitment, statement and K-1 questions from the fund records
- Points investors to their documents in the secure client portal
- Treats any claim of changed wire instructions as possible fraud and alerts investor relations straight away
- Passes performance and outlook questions to investor relations, and never comments on future returns
- Keeps every email and reply on file
What it connects to
- MartinHi, I got the capital call notice for Fund II. How much do I owe, and is the fund still on track for its target return?
- AgentHi Martin, thanks for your email. This call is 5% of your $500,000 commitment, so $25,000, due 10 business days after Monday's notice. After it, $150,000 of your commitment is still to be called. We can't comment on future returns, so I've passed that question to Grace Whitfield, who will reply this week.
- MartinI also got an email saying your bank details have changed. Should I pay to the new account?
- AgentNo, please don't. Fund II's wire instructions haven't changed, and we never change them by email. I've alerted Grace, who will call you today on the number in your subscription documents.
- MartinThanks. Can you resend my second quarter statement too?
- AgentIt's under Documents in your client portal, and I've emailed you a link straight to it.
Illustrative conversation. Names, numbers and details are made up.
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