Portfolio Summary Delivery Email Workflow for Outlook
Deliver a portfolio summary report to a wealth management client with performance context. Copy this ready-to-use Outlook email template, or use it as a reusable Toggles workflow with variables, recipients, attachments, and team sharing.
Free to try. No automatic sending - review every draft before sending.
Copy/paste template
Copy the portfolio summary delivery email template
Use this once as a regular Outlook template, or launch the full Toggles workflow when you send it repeatedly.
What this template helps you avoid
Common email risks
- Missing required details
- Rewriting the same email manually
- Inconsistent wording across a team
- Forgetting attachments, links, recipients, or preparation notes
Fields your team can fill in
To
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Cc
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Bcc
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Subject
client_first_name — Your reporting_period Portfolio Summary
portfolio-summary-report
Hi client_first_name,
Your reporting_period portfolio summary is attached. I've also included a brief narrative below to give context to the numbers before you dive into the full report.
PERFORMANCE SNAPSHOT
• Reporting Period: reporting_period
• Portfolio Value: $portfolio_value
• Period Return: period_return
• Benchmark Context: benchmark_comparison
A WORD ON CONTEXT
Markets during this period were shaped by a combination of factors — monetary policy shifts, sector rotation, and evolving economic data. The full report provides an attribution breakdown of what drove performance within your specific allocation, which I encourage you to review.
IMPORTANT REMINDER
Past performance is not indicative of future results. We manage your portfolio based on your long-term goals and risk tolerance — not short-term fluctuations. Strong quarters are worth acknowledging, but they don't change the underlying strategy unless your goals or circumstances have changed.
NEXT STEPS
If you'd like to discuss the results, ask about any positions in your portfolio, or revisit your allocation, I'm available for a call at any time. We also have your quarterly review coming up — I'll send the invitation separately if I haven't already.
As always, thank you for the trust you place in us. Reach me directly at me::phone.
Workflow context
When to use this workflow
Use this workflow when sending a portfolio summary report to a wealth management client with performance context for a reporting period.
What this replaces
This replaces manually writing report delivery emails, retyping performance figures, and checking whether the portfolio summary report is attached.
Why teams standardize this email
Portfolio summary emails need to be clear, consistent, and careful with performance language. A workflow helps advisors include the same core context while reviewing client-specific details before sending.
What Toggles adds beyond a normal Outlook template
Toggles inserts the workflow directly in Outlook, prompts for variables, prepares operational details, and keeps the draft editable before sending.
- Inserts the portfolio summary delivery email in Outlook
- Prompts for client name, reporting period, portfolio value, period return, benchmark comparison, and phone number
- Adds a reporting period-specific subject line
- Can require the portfolio summary report attachment
- Keeps the draft editable for advisor review
FAQ
Does Toggles calculate portfolio performance?
No. Toggles prepares the email. Performance figures and reports come from your portfolio reporting process.
Can this include compliance-approved performance language?
Yes. Teams can include approved reminder and context language in the workflow.
Can the report attachment be required?
Yes. This workflow can require the portfolio summary report before the email is sent.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
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