Financial Advisor Meeting Prep Brief
1-page client brief in 30 seconds. Replaces Wealthbox $345/mo + 2hr prep.
The problem
Wealthbox runs $69/user/mo (5 advisors = $345/mo), Junxure modules add another $200, and advisors STILL spend 60-90 minutes per meeting pulling balances, last-call notes, life events, RMD status. 60% of clients get a half-prepped meeting.
What changes
Meeting on calendar tomorrow → brief lands in advisor's inbox at 5pm today: AUM change since last meeting, performance vs benchmark, last 2 call notes, open service items, RMD status, life-event triggers (birthday, anniversary, kids' college age), 3 talking points.
A day in the life
What this agent actually does.
- 1
5pm Tue: 4 meetings on Wed → 4 prep PDFs in inbox, each tagged to the calendar event
- 2
Brief flags: 'Client turning 73 in Q3 — first RMD year, schedule planning meeting'
- 3
Brief flags: 'Portfolio drifted 8% from target allocation — rebalance discussion'
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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