Advisorbriefs transcribes and summarizes every client meeting, pulls action items, drafts your follow-up email, and pushes a structured note to your CRM — in under five minutes. Independent RIAs and small practices save 35–50 minutes of non-billable documentation per meeting.
Six capabilities that cover the full meeting-to-CRM workflow — from audio capture through compliance-ready documentation.
Auto-transcribe and summarize advisory meetings in under five minutes using an RIA-tuned language model that understands wealth management terminology and compliance language.
Pull every advisor commitment and client request from the meeting into a timestamped checklist — including implicit verbal commitments that advisors most often miss.
Generate a ready-to-send client follow-up email in the advisor's voice — recapping decisions, confirming action items, and setting next-step expectations. Advisor reviews before every send.
Write structured meeting notes directly to Redtail, Wealthbox, or Salesforce Financial Services Cloud via API — formatted to the firm's required note structure and pushed with advisor approval.
Surface discussed risk tolerance changes and compliance-relevant disclosure moments with timestamps — so nothing critical is buried in the raw recording during SEC or FINRA examination.
Searchable archive of every client meeting summary, action item, and follow-up email — structured and surfaced before each new meeting so preparation time drops to minutes.
Advisorbriefs fits into the advisory workflow without replacing any existing tools — it connects between the meeting and the documentation.
Record via the secure browser-based app, upload from your conference tool, or connect your scheduling platform. Audio stays within your practice's data environment.
The RIA-tuned language model processes the transcript — extracting action items, suitability signals, and portfolio discussion — structured into four consistent sections.
The structured brief, draft follow-up email, and CRM note are ready in under five minutes. Advisors review, edit if needed, and approve the push with one click.
Direct API integrations with the platforms your advisory practice depends on — no manual re-entry required.
