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AI agent for financial advisors

Client Review Meeting Prep Agent

A complete prep pack and agenda for every client review

ReportingCreatingFinance
See how it worksGet access
Client Review Meeting Prep Agent: what goes in, what the agent does and what you get

What it does

Advisors walk into client reviews with stale balances and forgotten to-dos, which looks careless and risks missed deadlines. Five days before each review, this agent gathers what the advisor needs. It pulls account values, performance, allocation versus target, recent transactions, cash needs and notes from the last meeting. It looks for open items such as unsigned forms, required minimum distributions, beneficiary updates and goals with near deadlines. It compares the plan's assumptions to current figures and flags drift over 5 points. If data from a held-away account is stale, it requests an update and rechecks. It drafts an agenda and a one-page summary. The advisor reviews the pack and leads the meeting. Edge case: the client turned 73 this year, so the agent adds required distributions to the agenda.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Review is five days away 2 USES A TOOL Pull accounts, performance and CRM notes 3 DOES Find open items and life events 4 DOES Compare plan assumptions to current figures 5 CHECKS THE RESULT Is all account data current? If not: request held-away updates and refresh. Back tostep 2. 6 USES A TOOL Draft agenda and summary 7 YOU APPROVE Advisor reviews the pack 8 RESULT Pack ready for the meeting
Read the steps as a list
  1. Review is five days away
  2. Pull accounts, performance and CRM notes
  3. Find open items and life events
  4. Compare plan assumptions to current figures
  5. Is all account data current?If not: request held-away updates and refresh. Back to step 2.
  6. Draft agenda and summary
  7. Advisor reviews the packThe agent waits here for your OK.
  8. Pack ready for the meeting

How it decides

It lists open items and plan drift beyond set limits and puts them in agenda order by urgency.

  • Allocation off target by over 5 points: agenda item
  • Required distribution not taken: top item
  • Goal date within 12 months: review funding

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Days before meeting
  • Drift threshold
  • Agenda template
  • Data sources

What keeps you in control

It always asks you first

  • Sending anything to the client

Hard limits

  • Never gives advice to clients directly
  • Never sends documents without approval

It stops when

  • Done: pack ready
  • Stop: account access missing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFive days before the Garcias' review on March 18, the agent found their old 401k balance was 4 months stale, so the data check failed. It requested a statement through the client portal, updated the balance two days later, and the recheck passed. It also flagged a college goal 10 months away that was 20% underfunded. The advisor approved the agenda.

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