Spending hours preparing for every client review?
PrepflowHQ is built around the recurring work advisors already do before meetings, not around a generic chatbot experience.
From client data to meeting-ready report.
Upload the inputs advisors already use, apply the advisor's template, and generate a complete prep package for review.
Import profile fields and portfolio holdings from Excel, CSV, or supported CRM workflows.
Use the firm's own structure, disclosures, language, and report style.
Create advisor talking points, portfolio observations, and client-friendly language for review.
A complete review package, not a blank page.
PrepflowHQ turns the same repeatable review work into structured sections advisors can review, edit, and use with confidence.
Portfolio structure, risk alignment, and key review themes in a concise advisor-ready format.
Allocation, top holdings, benchmark context, and exposure summaries organized for quick review.
A clear risk diagnostic with plain-English context the advisor can review before the meeting.
Highlights where portfolio structure may deserve a client conversation.
Meeting prompts and discussion angles built around the client profile and portfolio structure.
Likely questions with supporting context so advisors can prepare before the meeting.
Plain-language explanations the advisor can review, edit, and share when appropriate.
Prepare better reviews without adding more admin load.
The product is focused on outcomes advisors feel immediately: less prep time, clearer conversations, and repeatable review workflows.
Built for real advisor workflow.
PrepflowHQ is designed as a meeting prep system first. AI helps draft and organize, while advisors remain in control of what gets used.
Use your own report structure so outputs feel firm-specific instead of generic.
Bring in client profile fields, objectives, risk tolerance, and time horizon.
Upload portfolio holdings and turn them into structured review material.
Generate meeting-ready observations from allocation, geography, concentration, and risk context.
Prepare advisor-facing prompts that support stronger review conversations.
Draft plain-English summaries for advisor review before client use.
Designed to become the intelligence layer above Wealthbox, Redtail, Salesforce FSC, and other CRMs.
Support firm branding, roles, review workflows, and repeatable advisor processes.
Advisor review stays at the center.
PrepflowHQ is designed to support advisor preparation and client conversations. It does not provide investment recommendations, trade instructions, or client-specific advice without advisor review.
Prepare for client meetings in seconds, not hours.
Request early access and test PrepflowHQ with real meeting prep workflows.