Leveraging AI:What Used to Take an Hour Now Takes Minutes

At VOS, we're using AI to handle many things, including complex portfolio calculations. This frees up our time to handle even more tasks for you, billing you for less time per task, increasing our efficiency and our value.

Every advisor has been there: a client calls wanting to invest additional funds, and they want to keep everything proportional. They want the same allocations and same strategy, just more of it. It sounds simple. But behind that simple request is a surprisingly tedious set of calculations: multiple funds, each with its own NAV and share count, and a target dollar amount that needs to be split across all of them in exact proportion to what the client already holds.

In the past, that meant opening a spreadsheet, doing the math manually or creating a formula, double-checking the work, and hoping nothing was entered incorrectly. It was time-consuming, error-prone, and frankly, beneath the level of service our clients deserve.

The math isn't the hard part. The hard part is doing it fast enough that the client never feels like they're waiting.

A Real Example

Recently, one of our Client Service Specialists was supporting an advisor working with a 529 account holding nine funds, with a total current value of $239,901. The advisor needed to invest an additional $101,546 and wanted to maintain the exact same allocation percentages already in place.

Rather than working through the calculations by hand, or manually creating formulas in Excel, the CSS was able to instantly determine the proportional allocation for each fund, generate the exact share quantities to purchase at current NAV, and produce a clean, purchase-ready spreadsheet, all in under two minutes. (watch video below)

Leveraging AI meant no calculator. No manual spreadsheet formulas. AI produced the numbers; our CSS verified them. The advisor walked away with everything they needed and could act on it immediately, with full confidence in the accuracy of every number.

Important Note: We carefully protect client information and are sure not to enter any identifying data into any AI platform.

Why This Matters for You

Working with VOS means you're not just getting a service provider; you're getting a team that is constantly investing in smarter, faster, more accurate ways to support your practice.

This isn't about replacing expertise. It's about removing friction. You still own the relationships, make the strategic decisions, and bring the judgment that no algorithm can replicate. What changes is how long it takes us to handle the operational work behind those decisions, and what that costs you.

The result: faster turnaround, fewer errors, and more capacity on your behalf, without adding to your bill.

This is one example of how the VOS team is integrating AI into everyday workflows to deliver better outcomes for the advisors and clients we serve.

Curious what that could look like for your practice? We'd love to show you.

Grow your business.
Let us do the other stuff.

Visit www.thevosteam.com/what-we-do to discover more ways we help advisors.