Advisor360° rolled out Meeting Prep on July 7, 2026 — an AI agent that automatically generates a personalized client agenda before every meeting with zero manual input from the advisor. The launch marks a meaningful step forward in how AI financial advisors are reshaping daily workflows, turning hours of document review into a task that takes seconds.
What Meeting Prep Does
The agent pulls from data already inside the Advisor360° platform — CRM activity, portfolio performance, financial plans, market data, open tasks, and household history — and assembles it into an advisor-facing workspace plus a client-ready review document. According to Advisor360°’s announcement, live advisor testing showed a 60% reduction in pre-meeting preparation time. Beyond raw speed, the agent surfaces details that manual review routinely misses: missing beneficiaries, unconsolidated outside assets, tax-loss harvesting opportunities, and overdue client reviews.
Why This Matters for the Industry
Meeting Prep is part of Advisor360°’s VIDA® suite of AI agents built to automate operational workflows. CEO Milind Mehere put it plainly: “Advisors should not have to spend hours reviewing client documents to deliver their best advice.” The platform already supports $1 trillion in assets across 2 million households, serving wealth management, insurance, and banking clients on a unified data foundation. By automating the preparation layer, the firm is betting that advisors freed from administrative overhead will redirect that time toward higher-value client conversations — a trend increasingly central to how the AI-era advisory model is being defined.