Client review prep
Wealth client meetings prepared from the accounts
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the household's accounts, plan and notes
Prepares the review pack for a client meeting: performance since the last review, allocation against the target and the life events on file
Computes performance and drift and lists the talking points
Lists the actions worth raising, such as rebalancing, cash drag and beneficiary updates
Drafts the pack and, after the meeting, the follow-up
Drafts the meeting notes and the follow-up letter after the meeting
Works in
Salesforce, Box, MS Teams
Salesforce, Box, MS TeamsWhat it does
- Prepares the review pack for a client meeting: performance since the last review, allocation against the target and the life events on file
- Lists the actions worth raising, such as rebalancing, cash drag and beneficiary updates
- Drafts the meeting notes and the follow-up letter after the meeting
Connects to
Need it to work differently?
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