Live DemoFour-advisor RIA · ~200 households · $340M AUM · Manhattan Beach

Advisor morning brief.

Each morning the advisor opens one URL and finds a one-page brief for every meeting on the calendar. Zoom recordings auto-tag to the client record and file themselves into Wealthbox. Positions, drift, cash, and RMDs come from the Orion–Schwab feed through a read-only, audit-logged pipeline. Prep time across three tools became three minutes on one page.

Prep time / advisor

90m → 3m

Meetings briefed / wk

~22

Brief on desk by

6:00 AM

AUM covered

$340M

Try it · click a meeting

Each meeting loads its own brief. Structure varies by meeting — annual reviews pull 3 transcript excerpts and a rebalance plan; a short quarterly pulls one quote and two flags; the onboarding has no prior call and reads as a listening-first plan. Client surnames are blurred.

Integrations

Zoom + AI CompanionOrion (Schwab)WealthboxGoogle Calendar

Morning brief·Thu Apr 16·4 meetings

ZoomOrionWealthboxCalendar·synced 4:40 AM

9:00 AM · $4.2Mreview

Jane Harrington

Annual review — portfolio drift, upcoming RMD, Italy trip cash

Last call · auto-tagged by Zoom webhook

Recordingharrington-annual-2026-03-19.mp4 · 52 minFiled to/Wealthbox/Harrington,J/2026/ARTagauto-tagged · 98%

Orion sync 4:38 AMSchwab ••••4892·17 positions·2 drift alerts

Last call · the quotes that matter today

2 excerpts · click ts to jump in recording

14:32

"I'm a little nervous about how much tech we have. My sister just retired and she said her advisor rebalanced everything."

23:14

"We're still planning that trip to Italy in October — probably need to pull about forty thousand."

What changed + what to raise

3 items

Equity drift: 68.4 / 31.6 vs 60 / 40 target

Tech sector now 32% of equity sleeve, up from 24% in January. NVDA alone +11.4% this quarter on a $368K position.

RMD deadline Dec 31: $168,400

Required distribution computed off 12/31/25 balance. Not yet processed this year. Elective withholding needs confirmation.

Italy cash: $45K in money market

Sufficient for the $40K she mentioned. Confirm pull timing during meeting.

Suggested agenda

27m total · editable

1Rebalance proposal — framed around "nervous about tech"~12m
2RMD election + withholding~8m
3Italy cash — confirm timing~4m
4One-pager for Michael (follow-up)~3m

Brief URL signed & per-advisor · expires 11:59 PMaudit-logged · account #s masked to last 4

Data shown is composite. Client surnames blurred. Workflow (Zoom auto-tag → Orion sync → Wealthbox indexing → brief) matches the production system in daily use.

How it works

Four integrations, one URL in the morning.

Zoom auto-tag & file

Zoom webhook fires when a call ends. The recording and AI Companion transcript get matched to a client record by attendee email (Wealthbox as source of truth). Files land in /Clients/<Last,F>/<Year>/ with the call date as the filename. Match confidence < 90% queues for a 2-minute review instead of auto-filing. Transcript is indexed and queryable by the brief.

Orion → Schwab, read-only

Positions flow from Schwab into Orion nightly — the advisor’s existing plumbing. Our pipeline reads Orion at 2 AM via a read-only OAuth token scoped to portfolio and performance data. Drift computed against each household’s stated target; RMDs projected off prior 12/31 balance; cash sweeps flagged by threshold. No trade surface, ever.

Wealthbox + Calendar assembly

When an advisor opens a brief URL, the page assembles just-in-time: transcript excerpts relevant to this meeting’s topic, the latest drift for this household, open CRM tasks, and the suggested agenda. If any source is stale (>12 h), the page surfaces the warning instead of quietly rendering old data.

Security model

OAuth tokens encrypted at rest (AWS KMS). Brief URLs are signed per-advisor and expire nightly. Account numbers masked to last-4 in the UI. Every render is audit-logged. SOC 2 Type II controls reviewed with the firm’s compliance officer before go-live. Client PII never leaves the firm’s own AWS account.

The auto-tag is the unsexy hero.

Before this, each call recording sat in whoever’s Zoom account hosted it — unlabeled, unfindable three months later. Now every household’s calls live in their CRM folder, transcribed and indexed. “What did she say about Italy last time?” takes a query, not a hunt.

Results · 90 days after go-live

The brief is how the practice opens its day.

Every advisor starts at the same URL, reads the same format, walks in with the same context. Ninety minutes of scrambled cross-tool prep collapsed into three minutes of coffee.

90m → 3m

Prep per advisor, per day

~22/wk

Meetings briefed, all four advisors

6 hr/wk

Advisor time reclaimed

1 URL

Replaces a three-tool shuffle per meeting

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