See the meeting prep output advisors receive.
The sample shows the structure PrepflowHQ can generate from client data, holdings, and a report template.
Built around advisor review conversations.
PrepflowHQ outputs are designed to support preparation, review, and client communication after advisor approval.
A concise overview of portfolio structure, key risks, and advisor review themes.
Asset allocation, top holdings, benchmark context, and portfolio concentration.
A structural diagnostic that helps frame the risk conversation before the client meeting.
Prepared prompts for the most important conversation areas.
Plain-English language the advisor can review and edit before client use.
Compliance-conscious language making clear the output supports discussion and review.
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