Advisory Meeting Preparation
Stop spending Sunday building decks. ADK Intel generates the meeting brief for every upcoming client meeting automatically.
The challenges
What advisors keep running into
Meeting prep eats your week
Especially Sundays before Monday-heavy weeks.
You forget context between meetings
Last month's decisions and commitments get lost.
What ADK Intel does
The AI opportunity
Auto-generated brief
What changed since last meeting, with numbers.
Talking points
AI-recommended topics ranked by importance.
Decisions you need
Surface the 3 decisions you need from the owner this meeting.
FAQ
Frequently asked
How long does it take?
About 60 seconds per meeting once the data is connected.
Related
Continue exploring
ADK Intel was built by operators who ran fractional CFO and CAS practices — and got tired of Sunday-night prep. The team blends advisory firm partners, finance practitioners, and AI engineers who ship US GAAP/IRS-grounded analysis at scale.
Advisors should spend time on judgment, not data shuffling. AI replaces the analyst layer; senior advisors are the moat.
- Fractional CFO operations
- Client Advisory Services (CAS) productization
- Advisor capacity planning
- AI-grounded financial analysis
- White-label advisory delivery
- Standardized monthly client reviews
See ADK Intel in your firm
A 30-minute demo on your real client roster. See the meeting prep, the monthly report, and the AI advisor — live.
Request a demo