Meeting Prep by Advisor360°
AI preparation built on governed data you can trust.
Meeting Prep is an AI agent built into the Advisor360° platform. It delivers a client-ready briefing before every meeting, with every figure traceable to its source.
BUILT ON THE UNIFIED DATA FABRIC®
Every figure: Defensible and Traceable
When your CRM and your portfolio system disagree about a client, which number does your AI pick? Most tools sit on top of those systems and guess with blind confidence. The deeper AI runs in your workflow, the further that guess travels: into briefings, client conversations, and advice. Meeting Prep reads from one source: the Unified Data Fabric®, the data layer under the entire Advisor360° platform, where every record is reconciled, verified, and governed before the AI ever touches it.
This governance shows up in 5 ways:
Provenance
Every claim has a source.
Lineage
Every derived value has a traceable path.
Freshness
Every record carries the timestamp of when it was last current.
Authority
Every action is validated at the data layer, not the application layer.
Audit
Every step has a trail, capturable and defensible.
Provenance
Every claim has a source.
Lineage
Every derived value has a traceable path.
Freshness
Every record carries the timestamp of when it was last current.
Authority
Every action is validated at the data layer, not the application layer.
Audit
Every step has a trail, capturable and defensible.
Walk into every meeting with reconciled and verified information.
Your AI inherits every conflict in the systems beneath it. Meeting Prep is what AI looks like when the data underneath is finally governed.