AI-Generated Meeting Briefs
Point AI’s core capability is generating structured financial advisory meeting briefs.
These briefs are designed to help advisors walk into every meeting fully prepared — without spending hours compiling information.
What a Meeting Brief Includes
Each brief is structured and professional, typically covering:
1. Portfolio Overview
A clear snapshot of portfolio value, allocation, and positioning.
2. Performance Highlights
A concise summary of recent performance and notable movements.
3. Holdings Analysis
Insight into key positions, changes, and concentration considerations.
4. CRM Context
Relevant client information from your CRM, helping tailor the discussion.
5. Market Developments
Recent news or events affecting the portfolio’s holdings.
Built for Real Meetings
The output is:
- Structured
- Professional
- Clear
- Ready to use
Advisors can edit, refine, and personalise the brief — but the heavy lifting is already done.
Scalable for Firms
Whether preparing for:
- One important client meeting
- A full day of back-to-back reviews
- Weekly portfolio reviews across the firm
Point AI enables consistent, high-quality preparation at scale.
Honest Positioning
Point AI supports advisor decision-making.
It does not:
- Execute trades
- Provide investment advice autonomously
- Predict future performance
It enhances preparation — it does not replace professional judgment.