Financial Planning · Portfolio Management · Retirement · Estate
Meetings prepped. Notes filed the same day.Every review tracked, no associate needed.
Your advisers stay in the room with clients. Your clerks keep the prep, notes, and review calendar moving.
Your clerks
They draft. You approve.
The Meeting Prep Clerk
Pulls a client's account activity and drafts agenda and talking points before every review.
The Notes Clerk
Drafts the meeting summary and CRM notes after every call, ready for the adviser.
The Rebalancing Prep Clerk
Flags accounts drifted from target and drafts the rebalancing worksheet. Never places a trade.
The Onboarding Clerk
Drafts the paperwork checklist and chases signatures, from custodian forms to beneficiary designations.
The Review Reminder Clerk
Tracks every client's review cadence and drafts outreach before an annual review falls behind.
What it knows
The calendar. Quarter-end statements, distribution deadlines, and review season land on the same weeks every year.
Drift and pitfalls. An account drifted from target or a beneficiary form turns into a compliance finding.
The language. Assets under management, drift, rebalancing bands, and distributions get written the way advisers talk.
Your limits. Investment advice, recommendations, and Reg S-P, SEC, or FINRA recordkeeping stay with the adviser.
Your software
What changes
Meetings start ready
The agenda and quarter's numbers wait before the client arrives.
Notes filed same day
Every call gets a summary and CRM entry same day.
No review falls behind
A client's review gets flagged before it becomes a gap.
Fees
See it on your own book.
The free audit shows where your hours go and what to hand off first.
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