Product tour

See a full portfolio review in four steps.

Follow one example client from statement to meeting. Every analysis and deliverable is a draft you can edit. All sample data is a fictional example client. AdvisorPilot prepares and drafts. You make every recommendation and review what it drafts before you use it. Not investment, tax, or legal advice.

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Inside the workflow

Four stages, one continuous environment

AI Statement Reading

Statement capture

Harold Smith (example)

Statement Capture

Queue one or many statement files, note which pages hold positions, then extract.

Client

Harold Smith

Age 60

Risk profile

Moderate

Used for calibration

Retirement age

Timeline input

Option A: have the client upload

Client upload link

Your client opens this on their phone and uploads their statement. The file is extracted and saved as a Draft in your CRM only, not another advisor's.

Create link

Option B: upload directly

Add one or more PDFs or images. Each picker adds to the queue so you can upload statements in batches. Remove any row uploaded by mistake before extracting.

+ Add statement files+ Take a photo

Bring in the statements

In this step, the advisor uploads statement PDFs or photos, sends the client a secure upload link tied to the firm, or invites the client to the client portal. In the portal, the client signs in with an email verification code, uploads statements, and sees an allocation view, captioned "Allocation shown is based on the statements uploaded, as of their dates. It is not a recommendation." Files are saved as a draft in your CRM only.

Confirm holdings

Harold Smith (example)

AdvisorPilot reads each statement. Confirm each holding and its account type before analysis.

Qualified

$1,404,840

Non-qualified taxable

$1,556,143

Roth IRA

Unknown wrapper

BRK-****-5502
Individual Taxable
8/8 verified - Non-qualified (taxable)
$1,284,905
IRA-****-1945
Traditional IRA
7/7 verified - Qualified
$684,251
401K-****-7710
401(k)
5/5 verified - Qualified
$428,746

Review holdings

Confirm every holding

In this step, the advisor checks each position AdvisorPilot read, fixes anything off, and confirms the account type for each account. Analysis starts only from confirmed holdings.

AI-powered analysis

Portfolio review

Harold Smith (example)

$2,960,983

Current allocation

Based on confirmed holdings

100%

Allocated

Equity57%
Fixed24%
Cash17%
Unclassified2%

Draft allocation (illustrative)

Illustrative draft starting point the advisor edits. Example client, fictional data. Hypothetical, not a recommendation.

100%

Allocated

Equity40%
Fixed55%
Cash5%

Review the AI-drafted analysis

In this step, the advisor reviews a draft summary of the current allocation, diversification, and concentration, with portfolio scores as supporting context, and can compare it with the firm's own model portfolios. Any allocation shown is a draft starting point the advisor edits or discards. Portfolio scores are illustrative supporting context for the conversation, based on the holdings entered. Not a verdict or a recommendation.

Meeting and deliverables

Meeting walkthrough

Harold Smith (example)

0 of 10

Tap each step as you cover it - progress stays on this screen only.

1
Open with purpose and pace: no decisions required today unless the client wants them; you are building a shared picture of what they own and where.
2
Confirm facts: total portfolio is roughly $2,960,983 on the confirmed holdings; note statement as-of date and whether anything important is missing from uploads.
3
Orient on tax registration from confirmed holdings (demo: illustrative treatment; traditional tax-deferred = $1,404,840).
4
Use the Synopsis on Portfolio Review (or your own one-minute narrative) so the client hears a plain-English headline of positioning before charts and scores.
5
Show the allocation chart: current versus proposed sleeves, and what each sleeve is trying to do (growth, ballast, liquidity).
6
Then layer in portfolio scores as supporting context, not as the opening headline.
7
Walk Hypothetical Allocation Stress on Portfolio Review verbally. Hypothetical and illustrative only, based on example data and stated scenario assumptions. Not a forecast or a recommendation.
8
Review Items to review as the primary concern list: specific portfolio issues to watch, distinct from fund-level overlap.
9
Use Overlap & Concentration for duplicated exposure (multiple holdings, similar underlying bets), not the same as "many positions equal diversification."
10
Before strategy and recommendations, use What This Means for You to translate into outcomes the client can feel.

Run the meeting and share the review

In this step, the advisor follows a 10-step meeting guide, then builds a Flight Deck, a Client Snapshot, and a performance report, and drafts a follow-up email from the same facts. Client emails that AI drafts are reviewed by the advisor before they go out. Some emails send automatically on a schedule the advisor turns on: event follow-up sequences the advisor reviews once at setup.

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