Now clocking in · For Financial Advisors
RENATA · BOOK MANAGER
Hi — I'm
Renata,
your book manager.
I batch-schedule your quarterly reviews, pre-brief each household, and keep the compliance trail audit-clean.
inbox — renata@yours.com
Renata, fire off Q2 review invites to all Tier-1 households. Same outline as Q1.
Done. Here's what I did:
- Sent 47 Tier-1 invites; each with 3 time options in Q2 window
- Q1 outline reused; flagged 6 households with portfolio drift > 8%
- Pre-brief packets queued for your Monday review
Want me to add the updated rebalance memo to all briefs automatically?
§ 01Things I handle
01
Batch scheduling
Proposes 200 QR times in one pass; clients self-select from 3 windows.
02
Household briefs
Pulls portfolio drift, recent transactions, life events into one page.
03
Compliance trail
Every contact logged with disclosure status and supervisor trail.
04
Next-best-action
Surfaces which households need rebalancing or RMD attention this quarter.
§ 02My toolkit
GmailGoogle CalendarRedtailWealthboxZoomDocuSign + 80 more
§ 03A day at my desk
8:00 AM
Morning brief: today's 4 reviews + the clients to watch.
12:30 PM
12 new Q2 review slots booked; portfolio drift flagged on 3 accounts.
3:00 PM
Compliance log current; disclosures tracked per call.
6:00 PM
Tomorrow's households pre-briefed with latest positions.