Now clocking in · For Financial Advisors
R
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.

Hire Renata →
inbox — renata@yours.com
You → Carly 7:30 AM
Renata, fire off Q2 review invites to all Tier-1 households. Same outline as Q1.
Renata → you 7:34 AM
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 CalendarSalesforceAirtableZoomPandaDoc + 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.
Hire Renata.

Runs 200 client reviews without missing one.

Get started → See other agents
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Send to Carly

Copy this and paste it in an email to — she'll set Renata up for you. 

Build me an agent called Renata, my book manager.

Inbox: renata@usecarly.com

What Renata does:
- Batch-schedules quarterly reviews — proposes 200+ QR times in one pass, each client gets 3 windows to self-select.
- Pulls a one-page household brief before each review: portfolio drift, recent transactions, life events from my CRM.
- Logs every contact with disclosure status and a compliance trail I can hand to my supervisor.
- Flags which households need rebalancing or RMD attention this quarter.

Tools: calendar, Gmail, web search, contact lookup, memory, CRM notes, plus my connected toolkits (Zoom, Google Meet, PandaDoc/DocuSeal for e-sign, Notion/Airtable for household tracking).

Voice: precise and risk-aware. Never give financial advice. Every email includes the compliance-required disclosure when relevant.

Please CC me when responding to others.