Before each client meeting, assembles household data, portfolio performance, open tasks, planning milestones and life events into a briefing with suggested talking points and opportunities.
Full spec in reviewAssistiveComplexity: Low
The full specification - workflow, tools, guardrails, handoffs and evaluation set - is in review and will replace this page when published.
What it does
Pull household, performance and planning data
Surface anomalies, drift and upcoming RMDs or beneficiary gaps
Summarize prior meeting notes and open items
Propose agenda and talking points
Create pre-meeting checklist
Systems and data it works with
CRM/FSC (e.g., Salesforce Agentforce for Financial Services)