July 2026 – Product update
This is Alex, Founder & CEO of Vega.
We’ve just released what I believe will become a defining milestone in advisor productivity: Client deliverables. This is the best piece of software we’ve built so far, and I couldn’t be prouder of the team that made it happen.
Click to watch our walkthrough video where Selah demonstrates Client deliverables in action.
The days of opening PowerPoint or Google Slides, copying information between systems, and relying on ChatGPT or Claude to build client-facing documents over the course of hours are truly over.
With Client deliverables, the Vega AI pulls the key client information directly from your workspace and populates your firm’s deliverable templates in seconds.
Why it matters
Over the past few months, early adopters have started using AI tools like ChatGPT and Claude to draft client-facing documents. But you also need:
- accurate and readily available client data
- consistent branding
- repeatable templates
- compliance oversight
- version history
- collaboration across your team
General-purpose AI tools weren’t built for that. Vega's Client deliverables were.
What are Client deliverables?
Client deliverables allow you to generate polished, client-ready documents directly from the information already stored inside Vega. Examples include:
- Meeting recaps
- Financial planning analyses
- Tax planning reviews
- Investment proposals
- Retirement planning documents
- and many more
Rather than starting with a blank page, Vega generates a structured document using your firm’s templates, branding, and client data.
Watch Selah create a Tax planning review deliverable live in the video extract here .
Why Vega is different
Client data integration
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:
- no copying and pasting
- no missing context
- more accurate outputs
Watch Selah explain how data integration powers Client deliverables in this video extract here .
Your firm's templates
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 brand
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 colors, fonts, and logos. These branding settings are automatically applied when Vega generates a client deliverable, helping every document reflect your firm’s visual identity.
Sources and traceability
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. Here's the video extract where Selah explains that in more depth.
Compliance review
Before sending a deliverable, you can run Vega’s compliance review. Vega evaluates the document against SEC guidelines and assigns a compliance risk level while highlighting potential issues for you to review.
Designing your custom templates
Need a deliverable tailored to your firm's planning approach? We work directly with firms to build custom Client deliverables that reflect their planning philosophy, client experience, and branding. Reach out to support@vegaminds.com to learn more.
Final words
I believe Client deliverables represent the beginning of an entirely new category of advisor technology, and I can’t wait to hear what you think. You can log into your account or start a free trial here .