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TELLERBIRD / THE PRODUCT

Your team asks.
Tellerbird prepares.

Research, client work and operations.
Prepared with your records. Reviewed by your people.

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TRY AN EXAMPLE

Prepare a client review.

A client needs $500k available for a property purchase. Follow the brief from the team’s first request to a checked handover. Illustrative workflow · Fictional records

tellerbirdWealth deskSample client Quarterly reviewPrivate workspace
Quarterly review.docxShared draft
CLIENT REVIEW / WEALTH MANAGEMENTBRIEF 041

Client review brief

Quarterly review · 21 September 2026

Draft for review
Prepared with Tellerbird·Adviser, Analyst & Operations

Priorities for this meeting

01

Keep $500,000 liquid for the planned property purchase. Confirm the instruction with your adviser before the meeting.1

Portfolio at a glance

17 SEP 2026
$8.70mConsolidated assets$920kCash & equivalentsFigures in review
Illustrative portfolio positions as of 17 September 2026
Asset classMarket valueWeight
Equities$6,020,00069.2%
Fixed income$1,760,00020.2%
Cash & equivalents$920,00010.6%

Open before the meeting

Operations owner

$1,240 accrued-interest difference. Custodian B reports $18,420; the current book shows $17,180. The operations team is awaiting a response.2

1 Team conversation · 21 Sep2 Custodian statement · Line 61
Relationship team · Access scoped to mandateIllustrative product preview · Fictional records

Start with the meeting you need to prepare.

The adviser sets the task. The analyst adds the latest positions. Tellerbird brings both into a sourced brief.

KNOWLEDGE THAT STAYS WITH THE FIRM

The next colleague
starts with what
the team knows.

An instruction agreed on Monday belongs in Wednesday’s brief. A checked position and an open question should travel with it.

Tellerbird brings conversations, records and reviewed work into one permissioned context layer. Each task gives the next one more to work with.

Explore the shared workspace
Sample client / Client context
CLIENT INSTRUCTIONSConfirmed

Keep $500,000 available
for the property purchase.

The purchase date still needs confirmation. Carry the liquidity instruction into the meeting brief.

Adviser21 Sep 2026 · 09:22View source
“Confirmed: reserve $500k for the property purchase. We still need the settlement date. Save this instruction with the client record.”Client quarterly review · Shared team conversation
Custodian difference · $1,240

Operations · Awaiting custodian response

Open
Relationship teamAccess follows the client mandate

One retained instruction. Its author, source and access, together.

Put shared context to work.

01Client meetings02Company research03Client onboarding
tellerbirdTeam workspace
Sample client / Quarterly reviewRM
SHARED FIRM CONTEXT

Client records

3 records connected to this workspace.

PDFSigned advisory mandate14 Aug 2026 · Adviser

Advisory relationship. Discuss proposed changes with the client before any instruction is placed.

DOCFamily notes & team decisions21 Sep 2026 · the adviser’s confirmation

The adviser confirmed in the team chat: keep $500k liquid for the property purchase and confirm the purchase date. Available to the authorised relationship team.

XLSConsolidated portfolio17 Sep 2026 · Checked by Analyst

Consolidated assets: $8.70m. Cash and equivalents: $920,000. Operations owns the $1,240 accrued-interest difference, still held for review.

Access follows the person and the task.
Shared team contextIllustrative UI · Fictional records

Client meetings

Keep the relationship team in step.

Bring the mandate, latest positions and open questions into a meeting pack your adviser can review.

Relationship team

The adviser’s client instructions and the analyst’s position summary are available to the relationship team.

01 / 04
Explore each step. Open the sources. Review the draft.Illustrative workflows with fictional records.
Quarterly review.docxReview required

ACTIVITY & REVIEW

Analyst checked the position summary.

17 Sep positions · 21 Sep, 09:17

Operations is following up the custodian.

$1,240 difference · Response outstanding

Adviser reviews the client follow-up.

Approval required before sending
Relationship teamAuthorised under the client mandateRestricted

CLEAR OWNERSHIP. SCOPED ACCESS.

The work is shared.
The responsibility is clear.

Keep the person, the source and the next step attached to the work. Your firm decides who can contribute, what they can access and which actions need approval.

Client-facing work stays with a responsible person for review.

Follow a review through

A few questions
about working together.

What does multiplayer AI mean?

Several colleagues and AI coworkers can work in the same conversation. People add context, question an answer and coordinate the next step. Tellerbird draws on the firm’s shared knowledge to prepare the work alongside them.

How does the context compound?

Useful records, sourced decisions, corrections and reviewed outputs stay available to later work. Another authorised colleague can start from what the team already established. The value grows through retained knowledge and reuse across workflows.

Can everyone see everything?

Access is scoped by role, team and client or deal mandate. A shared context layer supports those boundaries. Permissions, source connections and approval steps are agreed as part of your firm’s configuration.

Does everyone need another dashboard?

The desktop, the team’s existing chat and purpose-built operational apps are surfaces of the same system. The rollout is configured around where your people work and the connections your firm approves.

Start with your team’s next piece of work.

Bring a workflow, its source records and the people responsible for it.

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