Walk into client reviews with a tailored agenda.
What it does
Prepares financial advisors for client review meetings with a tailored agenda, portfolio summaries, and recommendation briefs.
When to use it
Use when preparing a client review, assembling a meeting package, checking allocation drift, or developing meeting talking points.
How to use it
Give it a client to review; it assembles a context summary, performance narrative, drift analysis, recommendations, and meeting agenda.
What you provide
- the client to review
Latest review
What you need · 3
Requires a CRM containing the client's profile, household information, and review history.
Requires a portfolio management system containing current holdings and market values by asset class.
Access · 3
This skill
CRM
Read
Reads client records from CRM
PMS
Read
Reads portfolio holdings from PMS