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. Deep intelligence on any prospect: 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. A situation read, key figures and assumptions with source or calculation notes and verification owners, a client bridge, a meeting agenda, objection responses with exact advisor language, and a next step plan built around your goal.
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.
Your inputs and the brief they produce are used for that request and nothing else. Neither is written to our database, and neither appears in our logs. The brief stays in your browser and clears when you sign out.
Generating a brief sends what the request needs to the AI provider that writes it. Nowhere else. What that provider retains is set by its own terms, which the privacy policy names and links to.
Your saved profile preferences, and a record of account actions like sign-in. That record holds who, what and when. No client details, no brief content. Both sit in a Canadian database.
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