Meeting Prep Agents
7 agents to automate meeting prep workflows for your RIA.
Beneficiary Review Alerter
Coming SoonClient Service › Meeting Prep
Alerts if beneficiary review needed
Financial Plan Status Checker
Coming SoonClient Service › Meeting Prep
Checks financial plan status and updates
Life Event Detector
Coming SoonClient Service › Meeting Prep
Detects potential life events from data
Meeting Agenda Generator
Coming SoonClient Service › Meeting Prep
Generates personalized meeting agenda
Meeting Data Aggregator
Coming SoonClient Service › Meeting Prep
Aggregates data for client review meetings
Performance Summary Generator
Coming SoonClient Service › Meeting Prep
Generates performance summary for meetings
Talking Points Suggester
Coming SoonClient Service › Meeting Prep
Suggests talking points based on client situation