Fintel
AI for the advisor workflow
Open Brief Copilot
Meeting Brief
AI-powered advisor briefing
Client
— Select a client —
Client Name
Portfolio Summary
JSON (key-value pairs)
Key-value pairs: total value, returns, allocation %, cash, etc.
Account History
Recent transactions / activity (JSON array)
Advisor Notes
Save Client
Generate Brief
Select a client
Brief will appear here
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No brief yet
Select or create a client, fill in the data, and click
Generate Brief
to create a one-page brief.