Structured briefs for financial advisors
AdvisorBrief turns client context into meeting-ready briefs for onboarding, meeting prep, portfolio review, estate planning, and more.
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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 daily workspace for client context, household signals, planning opportunities, and next-best actions, organized by urgency so advisors know who to contact and why.
Processed live to create your brief, then discarded. We keep only your advisor profile, never client details.
What you enter is used only to create your brief. It is never used to train AI models.
Your advisor profile is stored in Canadian data centres (ca-central-1). The client information you enter is used only to generate your result, then immediately discarded.
Every account is isolated and encrypted. No one else can see your information.