Over the past couple of years, many advisors have started using AI tools like ChatGPT and Claude to draft client-facing documents.

Generating text is only one small part of creating a professional client deliverable.

You also need:

General-purpose AI tools weren’t built for that.

Vega's Client deliverables were.

Client deliverables allow you to generate polished, client-ready documents directly from the information already stored inside Vega.

Examples include:

Rather than starting with a blank page, Vega generates a structured document using your firm’s templates, branding, and client data.

A Client deliverable brings together several Vega capabilities into a single workflow.

Unlike standalone AI tools, Vega already understands your client.

Because Vega is connected to your CRM, meetings, notes, emails, and other records, it can automatically gather the information needed to create a deliverable.

That means:

Every firm communicates differently.

Some firms prefer detailed planning reports. Others want concise executive summaries. And others have very specific branding and formatting requirements.

Instead of asking AI to recreate those standards every time, Vega generates deliverables from reusable templates that can be customized for your firm’s workflows.

The result is greater consistency across every advisor on your team.

Your deliverables should feel like an extension of your firm.

From the Branding tab on the Firm page in Vega, as an admin, you can customize elements such as your:

These branding settings are automatically applied when Vega generates a client deliverable, helping every document reflect your firm’s visual identity.

One challenge with AI-generated content is understanding where information came from.

Inside each Client deliverable, you can review the sources Vega used while generating the document.

This makes it easier to verify information before sharing it with clients and gives you greater confidence in the final output.

Before sending a deliverable, you can run Vega’s compliance review.

Vega evaluates the document and assigns a compliance risk level while highlighting potential issues for you to review.

The goal isn’t to replace your compliance process.

It’s to help your team review documents more consistently before they reach the client.

Once your deliverable has been generated, you’re still in complete control.

You can:

Think of Vega as producing the first 90–95% of the work so you can focus on reviewing rather than drafting.

When your deliverable is ready, you have two options for sharing it with your client.

Export as PDF or Word document

Generate a professionally formatted PDF or Word document that follows your firm’s branding.

Present mode

Present the deliverable directly from Vega during a client meeting without exporting it first. This makes it easy to walk through recommendations together while making edits in real time if needed.

Need a deliverable tailored to your firm's planning approach? Collaborate directly with the Vega team on a custom template designed around the way your advisors work by reaching out to [email protected].

General-purpose AI tools can generate documents from a prompt.

Vega's Client deliverables are designed for something different.

They help advisory firms generate consistent, branded, client-ready documents using the information that’s already inside Vega, while giving advisors the ability to review, refine, and run a compliance review before sharing them with clients.

The less time you spend drafting, formatting, and rewriting, the more time you can spend advising your clients.