AI Client Review Meeting Prep Automation

Portfolio review (performance, allocation drift, top contributors and detractors), open planning items requiring decision, IPS conformance check, recent client interactions and stated concerns, household composition and life events, tax planning considerations, and recommended talking points tailored to the client's situation. The advisor walks in prepared rather than spending 30-60 minutes assembling the same information manually.

Through a combination of CRM activity (recorded interactions, advisor notes), public records (real estate transactions, business filings, professional changes), and structured client check-ins. The agent surfaces events worth discussing - a recent home purchase, a business sale, an executive role change, a new grandchild, and ties them to potential planning implications the advisor should raise.

Yes. We integrate with eMoney Advisor, MoneyGuidePro, RightCapital, Asset-Map, and most mid-market financial planning platforms. The agent pulls current planning state, identifies items requiring client decision or update, and surfaces them in the prep package. Planning conversations happen with current data instead of last quarter's snapshot.

Yes - grounded in the client's actual situation rather than generic checklists. A client with a recently sold business has tax-planning urgency. A client whose spouse just retired has Medicare and Social Security decisions to coordinate. A client whose children are reaching college age has 529 and aid-planning implications. These are surfaced as recommended discussion items, not pre-canned product pitches.

Different package, same engine. For prospects, the agent assembles the discovery framework: enriched background, likely planning needs based on life stage and circumstances, and the questions that will produce the most useful conversation. For existing clients, it assembles the relationship review framework. The advisor's prep workflow is the same; the underlying content is appropriate to the meeting type.

Yes. The agent refreshes prep before the meeting if material changes occur - a market move that affects portfolio context, a client communication received, a planning decision that came in. Advisors don't walk in with stale prep because the assembly happened three days before the meeting.

The deployment plan targets go-live in weeks 7-10, inside the first 100 days. Weeks 1-3 cover integration with portfolio accounting, CRM, and planning software. Weeks 4-6 train the agent on your firm's review framework and meeting templates. Go-live starts with one advisor team and expands across the firm as advisors validate the prep quality.