Source: Advisor360° — 2026-07-07
Summary
Advisor360° launched Meeting Prep, a "zero-click" AI agent that auto-generates personalized client meeting agendas by pulling CRM activity, portfolio performance, plan goals, and market data. In live testing it cut advisor pre-meeting prep time by 60%.
Key Takeaways
- Reports a concrete, measured productivity gain: 60% reduction in advisor pre-meeting prep time.
- Surfaces gaps manual prep tends to miss, such as missing beneficiaries or unrealized tax-loss harvesting opportunities.
- Part of the broader VIDA® agent suite, reflecting wealthtech vendors racing to ship agentic tools for advisor workflows.
- Requires no manual data pulling from the advisor — the agent assembles the agenda automatically ahead of each meeting.