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Financial Advisors

Prep for client meetings, handle follow-up, and pull briefs together from the tools you already use.

  • Install inClaude, Claude Code

Prepare for client meetings, draft follow-ups, review portfolios for rebalancing, build estate and tax briefs, and run compliance checks using data from your custodian, CRM, and planning platforms.

You can use Financial Advisors for:

‍Pre-Meeting Prep: "Prep me for my 2pm review with the Nguyen family"

‍Post-Meeting Follow-Up: "Draft the recap email and CRM notes from today's meeting with Sarah Chen"

‍Portfolio Rebalance Review: "Show me which households have drifted from their target allocation this quarter"

‍Estate Brief: "Summarize the Johnson family's estate documents before their annual review"

‍Tax Brief: "Put together a year-end tax brief for the Martin household"

‍Compliance Check: "Review this client email for compliance issues before I send it"

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