Advisor360° Launches AI Meeting Prep, Cutting Advisors' Pre-Meeting Time by 60%
Updated
Updated · The Manila Times · Jul 7
Advisor360° Launches AI Meeting Prep, Cutting Advisors' Pre-Meeting Time by 60%
3 articles · Updated · The Manila Times · Jul 7
Summary
Advisor360° said live advisor testing showed its new Meeting Prep agent cut pre-meeting preparation time by 60% by generating personalized agendas automatically before client meetings.
The zero-click tool pulls from client data already inside the platform to surface changes, outstanding items, overdue reviews, and opportunities such as missing beneficiaries, outside assets, and tax-loss harvesting.
Meeting Prep draws on Advisor360°'s Unified Data Fabric across CRM activity, portfolio performance, financial-plan goals, market data, open tasks, and household history to create both an advisor workspace and a client-facing review.
The launch expands Advisor360°'s VIDA suite of AI agents, which the company says is designed to automate advisor workflows while keeping insights governed, connected, and traceable for regulated wealth-management use.