SorvynnSORVYNN
Workflow demonstration · Semi-annual client reporting
Step 1 · Where every reporting period starts

Your most mundane tasks become effortless.

You review and approve; Sorvynn does the rest. Here is one of the most tedious jobs at any firm, the semi-annual client report, filled in by hand today, statement by statement. Watch Sorvynn run it.

Doe_SemiAnnual_Review_2026.xlsx - Excel
A1
Step 2 · Sorvynn prepares the work

Sorvynn reads the workbook the way your team does.

Sorvynn studies the report, works out what it needs, and pulls the period through a read-only connection your firm controls. Today this is the part someone carries in their head.

SORVYNN Doe semi-annual review In progress
  • ✓
    Read the report The Doe family's semi-annual workbook, January 1 to June 30, 2026
  • ✓
    Identified the three accounts to report on Individual Brokerage (…4821), Roth IRA (…7736), Family Trust (…9154)
  • ✓
    Determined what the report needs Period activity, ending positions, and the asset class of every holding
  • ✓
    Loaded the firm's allocation model 532 tickers and CUSIPs mapped to your 12 asset classes
  • ✓
    Retrieved the reporting period 3 accounts, 18 positions, and every transaction, through a read-only connection your firm can revoke
  • ✓
    Ready for your review Sorvynn writes nothing without your approval
Step 3 · Schwab custodial data

Sorvynn connects to Schwab under your authority.

Sorvynn requests the reporting period through a secure, read-only connection. Your firm grants the access, sees exactly what it covers, and can revoke it at any time.

Secure Custodian Connection

Connected via Schwab OpenView Gateway
Connecting
Custodian Charles Schwab · institutional custody
Access scope Accounts · read only Positions · read only Transactions · read only
Encryption Encrypted in transit (TLS 1.3) and at rest (AES-256)
Authorization Access authorized by Acme Wealth Advisors, revocable at any time

Retrieving the reporting period

January 1 to June 30, 2026 · Doe household
  • ✓
    Individual Brokerage (…4821) Balances, six months of activity, and 7 positions received
  • ✓
    Roth IRA (…7736) Balances, six months of activity, and 6 positions received
  • ✓
    Family Trust (…9154) Balances, six months of activity, and 5 positions received
  • ✓
    Everything received 3 accounts, 18 positions, and every transaction for the period
Step 3 · Sorvynn organizes the data

Sorvynn classifies every holding your way.

Sorvynn applies the firm's allocation model to each position, including blended funds that split across classes, exactly the way the workbook expects. Today this is the lookup someone does by hand.

18positions pulled
17matched to allocation model
$1,906,160total market value
⚠ 1 position needs a human decision
Step 4 · Your approval

Sorvynn writes nothing without your sign-off.

Sorvynn presents its reconciliation and anything it was not certain about. Your team decides, and only then does the report get written.

Reconciliation checks

  • ✓All 3 accounts pulled for full period1/1 – 6/30/2026
  • ✓Beginning + flows + gain = ending, every accountΔ $0.00
  • ✓Positions sum to statement ending balances18 / 18
  • ✓Allocation weights sum to 100% per holding17 / 17 mapped
  • ✓Fees & withdrawals match statement activity$33,810 out
⚠Sorvynn found a new holding: GRNX

Meridian Green Transition Fund appeared in the Roth IRA this period ($27,400) and is not yet in the firm's allocation model. Sorvynn suggests a class. Your team decides:

When Sorvynn is not sure, it stops and asks. It never guesses silently, and your answer is remembered and applied going forward.

What Sorvynn will write

  • Account summaryBalances and activity, three accounts and the total32 figures
  • ReturnsPeriod return for every account6.0 to 7.7%
  • AllocationTwelve asset classes across all accounts$1,906,160
  • Balance historyMonth by month through the periodJan to Jun
Reviewing as A. Smith · Acme Wealth Advisors
APPROVED · WRITE REPORT A. SMITH · JULY 16, 2026

Sorvynn creates a traceable approval record that supports the firm's books-and-records process.

Step 5 · Report written

Sorvynn returns the same workbook, finished and reconciled.

Sorvynn writes every figure back into the report your clients already know. Formulas, totals and allocation percentages resolve exactly as they do when the work is done by hand.

Doe_SemiAnnual_Review_2026.xlsx - Excel
A1
What previously required someone to assemble, search, classify, reconcile, and enter manually has become a governed Program your team can run repeatedly.
The platform · Sorvynn Core

Sorvynn Core deploys inside your environment.

Sorvynn Core is the software platform that installs once, inside your firm's environment, and runs work like the report you just watched across your approved systems. Your team approves everything it does.

Your firm's environment Examples · any approved system plugs in
SORVYNN CORE
Installed once, inside your environment.
LiveEvery action on the record
Model-independent. Your Programs and Operating Memory stay yours, whichever AI model runs underneath.
These connectors are examples. Sorvynn plugs into any system your firm approves.
The platform · Discovery Engine

Sorvynn surfaces where your firm improves next.

✓You just watched Sorvynn solve one workflow.

These are examples of the opportunities Sorvynn finds while observing a firm. Yours will match your firm's own work.

~0 hrs/ year returned across your firm Sorvynn estimates from the work it observed, and measures the value once your team approves.

Workflow candidates

Proposed by Sorvynn · approved by you
1

Quarterly billing reconciliationTop priority

Sorvynn sees this recur every quarter across Schwab custodial data and SmartKx.

Observed 4 times this quarter · 96% confidence
~6 hrsback per quarter
2

Client document collection

Sorvynn watches these follow-ups tracked by hand in email today.

Observed in 23 email threads this month · 93% confidence
~4 hrsback per month
3

RMD tracking

Sorvynn keeps every client over 73 visible instead of checked account by account.

Observed across 31 client households · 91% confidence
~3 hrsback per month
4

New account onboarding

Sorvynn assembles new-account packets from Schwab and Microsoft 365 instead of your team rekeying each one.

Observed on your last 6 new accounts · 90% confidence
~5 hrsback per new client
5

Quarterly performance reporting

Sorvynn runs the semi-annual report on every cycle, unattended, and routes it for approval.

Observed on every past reporting cycle · 99% confidence
~8 hrsback per quarter
6

Account transfer tracking

Sorvynn follows each transfer across Schwab and email until the assets land.

Observed on 9 transfers this quarter · 92% confidence
~4 hrsback per month
Sorvynn is already watching for the next one. The queue grows as your firm works.
The platform · Growth capacity

Sorvynn decouples growth from operational headcount.

The same three years, next to a firm that grew the traditional way.

~$0k Value returned per year
Traditional growth
Growth with Sorvynn

Households served per advisor

Industry-average firm
New employees do not begin with a blank page. They inherit the firm's Programs, standards, exceptions, and accumulated Operating Memory.
The platform · Operating Memory

Sorvynn learns your judgment. Governance stays intact.

Sorvynn captures approvals, corrections, exceptions, and outcomes as judgment signals. When a pattern is sufficiently supported, Sorvynn proposes it as a scoped firm standard. Sorvynn keeps memory for each client household too, so every piece of work about a family carries that family's context.

Operating Memory

    Sorvynn keeps your firm's decisions, not your clients' data.

    What that means over time

    An advisor's call→ A team standard→ Your firm's standard

    As Acme Wealth grows, its decisions stop living only in employees' heads. The firm develops a governed Operating Memory that its people, Programs, and approved AI systems can use.

    Ratified judgment reshapes what Sorvynn proposes next.
    The platform · Operating Memory

    Proven judgment becomes a firm standard.

    Once ratified, that standard can improve future work across every approved workflow and AI system.

    Sorvynn proposes a scoped standard

    Ratified

    Applied automatically, next cycle

    It remembers each family, too

    A firm with 125 families has 125 sets of preferences. Sorvynn keeps Operating Memory on each household, so every report, email, and meeting prep already carries that family's context.

    ✓
    Sorvynn acts only on ratified human approval, and creates a traceable approval record that supports the firm's books-and-records process.
    The platform · The vision

    One workflow is day one. Ten workflows is a different firm.

    Whether your firm is five people or five hundred, Sorvynn is how it becomes AI-native, without building a back office to get there. The day-to-day fundamentally changes as workflow after workflow comes online.

    Day one The first workflow runs The report you just watched, running governed inside your environment.
    →
    Next Sorvynn's impact compounds Roughly $108k a year for the six-advisor firm shown here. Larger firms return more, and the queue keeps growing.
    →
    Ahead An AI-native firm Ten workflows running, and your day-to-day is a different job. Programs run the work. Your people run the firm.

    Every action traceable · Nothing activated without your approval · The firm's first standard already learned

    One platform, many ProgramsSorvynn installs once. Each new workflow is configured on the platform your firm already runs.
    Live in weeks, not quartersThe first Program runs inside your environment while your team approves each step.
    Your team stays in controlSorvynn acts only on approval, and every action stays traceable.
    Next, watch the first workflow run end to end, exactly as a client firm sees it.
    The platform · The AI-native firm

    A Tuesday morning, with ten Programs running.

    This is the day-to-day once Sorvynn runs the recurring work: the firm opens to finished work and a short list of decisions that actually need a person.

    Tuesday, 7:58 AM · Program activity
    • Quarterly billing reconciliationran 6:04 AM, 142 accounts checkedDone
    • Client meeting prep3 briefings assembled for today, family context includedDone
    • RMD tracking2 households need a decisionFor review
    • Account transfer tracking1 transfer landed overnight, confirmation draftedFor approval
    • Client document collection4 follow-ups sent, 9 packets completeDone
    • Semi-annual client reportingnext cycle starts in 12 days, unattendedScheduled
    For your advisorsWalk into every meeting prepped, with the family's context already loaded.
    For your operations teamWork a short exception queue instead of a spreadsheet marathon.
    For the firmTake on more households without hiring an operations department.
    The workflow · Before Sorvynn

    Nobody wants to spend a Friday like this.

    One semi-annual client report, assembled by hand: exports, lookups, rekeying, and cross-checks across four systems. Client reporting is one example; every firm has its own version of this.

    A Friday afternoon, by hand
    Excel workbook Custodian portal Email Billing system
    Time spent, this report 0 min copy, paste, check, repeat

    Multiply by every account, every family, every cycle. Then watch Sorvynn do it.

    End of the demo · Next steps

    Your firm could run like this.

    Everything you just saw installs once, inside your environment, and compounds from there: more Programs, more capacity, more of your firm's judgment working for you.

    One platform, installed→ Programs multiply→ The firm transforms
    Sorvynn delivers this inside your environment, your team in control, and the impact compounds with every Program you approve.
    See your firm run on Sorvynn · Book a walkthrough →

    Thirty minutes with the Sorvynn team, mapped to how your firm actually works.

    Appendix · Your AI infrastructure

    Sorvynn is infrastructure your firm owns. The model is a part.

    Sorvynn holds your firm's judgment, workflows, and evidence. The AI model underneath is a replaceable part, so your firm never depends on a single vendor.

    SORVYNN
    Operating intelligence layer, inside your environment
    • Your Operating Memory
    • Your workflows
    • Your evidence trail
    Model
    ✓ Swapped in · your operations unchanged
    No single-model dependencySorvynn swaps models as the market moves. Your operations never notice.
    You own the intelligenceSorvynn keeps judgment, workflows, and evidence as your firm's property.
    AI-ready by designWhatever comes next plugs into infrastructure you already run.
    Any model plugs in. The intelligence stays yours.