Structured briefs for financial advisors
AdvisorBrief turns client context into meeting-ready briefs for onboarding, meeting prep, portfolio review, estate planning, and more.
Meeting prep and AI notetakers: what each one needs before it can help · Preparing for a prospect meeting when there is no client record
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Know them before the first call. A structured read on the prospect from the context you provide: financial priorities, what matters most, client context, an opening strategy, high-value conversation openers, and a recommended next step. Calibrated to your profile and the prospect in front of you.
A complete plan from day one. A full planning brief for new clients: financial picture, risk assessment, and strategy across investment, tax, estate, and insurance, with first 90 days actions, day-one talking points, and compliance notes.
Walk into any meeting ready. Turn the context you already have into a focused meeting brief: what matters, what to ask, what to verify, and what happens next.
More than a performance report. A performance narrative, benchmark comparison, allocation drift, a portfolio decision matrix, tax opportunities, and meeting-ready discussion points tied to the broader plan.
Prepared for the hard conversations. A calibrated view of tax exposure, asset and liability reconciliation, structural gaps, wealth-transfer strategy, and the referral map needed for the client's asset triggers and beneficiary structure.
Know who needs you, every morning. A planned workspace for saved context, continuity between meetings, daily prioritisation, team handoff, and firm-wide workflows, so advisors know who needs attention and why.
Case details and finished briefs are kept in your browser while you work, so a refresh does not lose your place. AdvisorBrief does not save them to your account, and signing out clears them. Copy or export anything you need to keep.
Nothing from a case is sent until you choose Generate or Regenerate. Then the details that brief needs go through AdvisorBrief to our AI provider, which writes it. That processing is not limited to Canada, and the provider may retain requests under its own terms. The Privacy Policy names each provider.
Your sign-in details, your advisor profile, how many free briefs you have used, and a short record of account activity such as sign-ins. It does not keep client names, case details, or briefs. Account information is stored in Canada.
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