A complete meeting prep flow in five steps.
PrepflowHQ follows the way advisors already prepare: collect client context, review portfolio structure, produce meeting material, then approve what gets used.
Bring in the client name, household context, objective, risk tolerance, time horizon, and advisor notes.
Add holdings from CSV or Excel so PrepflowHQ can structure allocation, exposure, and concentration context.
Use a standard template or apply your own advisor report layout and language.
Create executive summary, risk score, talking points, anticipated questions, and client-friendly language.
The advisor reviews the output, exports PDF or DOCX, and uses approved material in the client conversation.
Use PrepflowHQ as the workflow layer above your existing process.
You do not need to replace your CRM, portfolio system, or template library. PrepflowHQ is built to organize the prep work around those inputs.