Your clients deserve better than static PDFs.
Transform traditional statements, reports, and client updates into elegant, interactive InfoApps that feel modern, premium, and built for how high-value clients actually expect to engage with information.
Q2 Review
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PDF STATEMENTS
Modern reporting should feel like the firm behind it.
High-net-worth clients are used to modern digital experiences everywhere else. Static PDFs, buried attachments, and flat statements can make even a sophisticated advisory firm feel outdated.
Premium client experience
Replace flat statements with polished, interactive reporting that reflects the sophistication of your advisory relationship.
More engaging conversations
Give clients a clearer way to explore summaries, performance, allocation, commentary, and insights inside one elegant experience.
Differentiation that is visible
Most firms still send PDFs. Interactive statements help you stand out before, during, and after client reviews.
Static statement experience
- Large PDF attachments that feel outdated
- Limited interaction or guided exploration
- Important insights buried in pages of data
- Clunky client review experience
- Difficult to make reporting feel premium
GUUT interactive statement experience
- Interactive InfoApps clients can open in a browser
- Modern presentation of statements, reports, and insights
- Portfolio summaries, charts, commentary, and details in one experience
- Online and offline-ready digital content
- Premium client-facing reporting without legacy portal friction
Built for firms where presentation, trust, and clarity matter.
GUUT helps financial firms turn client communication into a branded digital experience — not just another file.
Family Offices
Deliver polished multi-asset reporting, commentary, and client updates in a more executive, high-touch format.
RIAs & Wealth Advisors
Create a visible client experience advantage with interactive reviews that help your firm stand apart from PDF-heavy competitors.
Investor Reporting
Upgrade fund updates, performance reports, quarterly letters, and investment summaries into data-rich digital presentments.
From report to experience in four moves.
GUUT turns traditional reporting assets into smart, portable, data-rich content that can be shared and viewed without asking clients to learn another system.
Start with your report
Statements, quarterly updates, portfolio summaries, investor letters, or client presentations.
Design the experience
Create a polished interface with charts, commentary, tabs, summaries, and guided navigation.
Distribute simply
Share interactive content through the web, email, or client communication workflows.
Elevate every review
Turn reporting into a premium client conversation instead of a static document handoff.
Make your next statement feel like a modern wealth experience.
See how GUUT can transform static statements, portfolio reports, and investor updates into elegant interactive InfoApps for your firm.