Custom reporting query brief
A firm-level answer pulled from your warehouse.
Read-only: answer <question, e.g. AUM by custodian and household size> from my analytics warehouse, then spot-check the answer against the live custodial data for two or three sample accounts. Show the SELECT query you ran, the row counts, the result table, and a reconciliation line comparing warehouse totals to custodian totals with any variance called out. Use SELECT only. No inserts, updates, deletes or schema changes, and do not place or modify anything at the custodian. If a table or account you need is missing, say so instead of approximating.
Guardrail · Read-only credentials only. Never connect a warehouse with write access to a chat tool.
