Meeting-ready work product
Refreshed projections, scenario analysis, client memos, and recommendation drafts with rationale — prepared before the meeting, not assembled the night before.
AI for Advisors · Meeting Prep
AI meeting prep for financial advisors
The agent refreshes the household's picture before every meeting, surfaces what changed, and drafts the recommendations worth discussing. Afterward, open questions and client requests become monitored follow-through instead of a to-do list.
Includes the entropyFA notetaker for Zoom, Google Meet, and Teams.
What it handles
The work this replaces
What changed since last time
Drift, tax opportunities, planning developments, and life changes surface automatically, so the agenda writes itself from what actually matters.
Follow-through that closes
Client requests and open questions become structured recommendations and tasks the agent tracks to completion — nothing rides on someone remembering.
How it works
From household data to advisor-approved action
- Before
The analysis is already done
The agent brings the household current — plan, portfolio, tax, and outstanding items — and prepares meeting-ready analysis with the reasoning attached.
- During
You advise, the system backs you
The workspace holds the numbers, scenarios, and rationale, so questions get real answers in the meeting instead of a follow-up email.
- After
Open items become closed loops
Decisions and requests turn into structured next actions with owners and monitoring. The agent keeps working between meetings — that is the point.
Capabilities
What the agent brings
- Meeting-ready plans and scenario analysis
- Client memos and recommendation drafts
- Change monitoring between reviews
- Structured follow-up tasks and tracking
- Audit-ready documentation of decisions
- Coverage across every household, not just the top tier
Why you can trust it
The note taker is the smallest part
Recording the meeting is table stakes, and entropyFA's notetaker does it on Zoom, Meet, and Teams. What standalone note takers cannot do is the rest of the cycle: preparing the analysis beforehand from the household's full financial picture, and monitoring the follow-through afterward until it closes.
↳ Review the trust architectureFAQ
Common questions from advisory firms
Does entropyFA include an AI note taker?
Yes. The entropyFA notetaker joins Zoom, Google Meet, and Teams calls to record and transcribe them, and files the notes against the right household automatically. It also covers what standalone note takers do not: the analysis prepared before the meeting, and the monitored follow-through afterward, both working from the household's full financial picture.
What is in a meeting prep package?
The household brought current: refreshed plan and projections, portfolio and tax developments since the last review, scenario analysis for open questions, and drafted recommendations with rationale — each ready for your review and edits.
How does follow-through work after the meeting?
Decisions, requests, and open questions become structured recommendations and tasks. The agent tracks them, does the preparatory work where it can, and flags what needs you — so review-to-review continuity stops depending on memory.
How much prep time does this replace?
The gathering and assembly that typically consumes hours before each review is already done, because the agent maintains the household continuously. Prep becomes reviewing and adjusting rather than rebuilding.
Is meeting prep content secure?
Yes. Everything lives in the household's isolated environment — AES-256 at rest, TLS 1.3 in transit, per-family keys, US-only processing — and is not used to train AI models.
Related solutions
One agent, connected workflows
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Recommendation proposals with the numbers run and the rationale written in plain language.
↳ Learn moreAI Financial Planning
Comprehensive plans, Monte Carlo simulation, and scenario modeling — generated from the full household picture and kept current.
↳ Learn moreAI Client Onboarding
Document-driven data collection that maps accounts, entities, and relationships from day one.
↳ Learn moreNext step
See it on your own workflow
Tell us about your firm and client mix. We will show you where entropyFA fits first, in a demo built around your work.