Spend less time on prep and more time with your clients.
Get the Wealth Manager briefIn 2026, AI handles much of the routine work behind client meetings, including drafting portfolio review summaries, transcribing and noting client calls, and pulling together market commentary. It also speeds up compliance documentation and the first draft of financial plans. The result is that Wealth Managers spend more hours on relationship work and judgment, less on writing and data gathering.
Paste these into Claude or ChatGPT and replace the bracketed parts with your own details.
Summarize this portfolio performance data into a one-page client review for [CLIENT NAME], who has a [RISK PROFILE] risk tolerance and a goal of [GOAL]. Keep the tone calm and avoid jargon. Data: [PASTE DATA].Explain in plain language why [ASSET CLASS OR MARKET] moved [DIRECTION] over the past [TIME PERIOD], in three short paragraphs a non-expert client can understand. Avoid predictions.Create a meeting prep brief for my client [CLIENT NAME]. Account value is [VALUE], goals are [GOALS], last meeting covered [TOPICS]. List three talking points and three likely questions they may ask.Help me draft talking points for a client who is anxious about a [PERCENT] portfolio drop. They are [AGE] and saving for [GOAL]. Keep it honest, reassuring, and focused on their long-term plan.Compare [STRATEGY A] and [STRATEGY B] for a client with a [TIME HORIZON] horizon and [RISK PROFILE] risk tolerance. Lay out the trade-offs in a simple table, and note what I should verify independently.The full library of tools, prompts, and tricks for your role — updated every week. Tap any card for a step-by-step walkthrough and examples.
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