Template · Financial advisor
143 clients due for a Q2 review. Book 42 this week.
A client-review engine — portfolio pull, meeting prep, rebalance prompts, compliance log. Wired into Orion, eMoney, Redtail, Calendly, DocuSign, HubSpot. Deploy in 60 seconds.
1,114,909 APIs·
11 adapters wired·
0 config
Your firm, today
Live KPIs piped in from the adapters below. Update in real time.
Reviews due
143
Q2 schedule open
Booked this week
42
prep docs generated
Rebalance flags
18
drift > 5%
Compliance log
100%
last audit clean
Three workflows that run themselves
Every step wired to a live API. Open any step and edit it in the builder.
1 · Review scheduler
Find every client due for a review and book the meeting.
- Redtail last-review query
- Calendly link generated
- Email + SMS sent
- Meeting confirmed
- Prep doc auto-drafted
2 · Meeting prep
Portfolio snapshot, goal tracking, rebalance suggestions in one PDF.
- Orion positions pulled
- eMoney plan updated
- Rebalance targets scored
- Advisor talking points drafted
- PDF attached to calendar event
3 · Post-meeting
Log the meeting, execute trades, update compliance.
- Meeting notes to Redtail
- Trade tickets in Orion
- DocuSign for ADV disclosures
- HubSpot task for follow-up
- Compliance audit line written
Connected to the tools you already use
Live adapters. Bring your own credential.
Orion
eMoney
Redtail
Calendly
DocuSign
HubSpot
Salesforce
Stripe
PandaDoc
Notion
Airtable
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