Launching today

AdvisorPrep AI

Launching today

AI meeting prep & follow-up for financial advisors

4 followers

AI meeting prep & follow-up for financial advisors

4 followers

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An intelligent assistant for financial advisors that automates meeting preparation, creates professional client summaries, generates follow-up communications, and tracks action items to save hours of administrative work.

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Launch tags:Productivity•Artificial Intelligence•Finance

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Checkmarx Next Generation SASTHighest Fidelity F1 Score Hybrid Engine, Language Agnostic

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Hey PH! James here, maker of AdvisorPrep AI. I built this after talking to dozens of financial advisors who said the same thing: they spend more time on admin than on actually advising clients. Meeting notes, follow-up emails, action item tracking - it adds about 6-8 hours a week. AdvisorPrep AI solves exactly that. Paste your notes in, get professional output in under a minute.

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10d ago