Built to support advisors, not replace judgment.
PrepflowHQ is designed as a workflow and preparation system. It helps structure review material while keeping advisor oversight at the center.
PrepflowHQ helps organize and draft meeting preparation materials. Advisors remain responsible for reviewing all outputs before use.
The platform is designed for preparation and discussion support, not trade instructions, market timing, or buy/sell recommendations.
Generated language is intended to support advisor-client conversations after advisor review and approval.
The workflow is designed around authenticated access, firm separation, audit trails, and controlled report artifacts.
Advisors can use firm-approved templates, disclosures, and wording to keep reports consistent.
PrepflowHQ is being shaped around Canadian independent advisor and wealth team review workflows, with future support for other markets.
Careful by design.
PrepflowHQ does not provide investment advice or recommendations. The product helps advisors prepare review materials, identify discussion areas, and draft client-friendly language that must be reviewed before use.