Annual client reviews where everyone walks in prepared
A ready-made review workflow for RIAs. Clients share what changed and upload statements in your portal. Your team preps, meets and follows through.
- Steps
- 11 steps
- Typical length
- 1 to 2 weeks
- Who’s involved
- Client and spouse, Financial advisor, Portfolio manager, Operations
- Works with
WealthboxSalesforce
Google Drive
SharePointCalendly
Zoom
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Client update
3 steps - 2
Prepare
2 steps - 3
Meet and decide
3 steps - 4
Follow up
3 steps
Good decisions get lost in the meeting notes
Life changes come up mid-meeting, and the agreed rebalance waits in notes nobody opens again.
What changed, before you meet
Clients flag a new job, a home sale or a worry ahead of time, so prep starts there.
Statements without the email chain
Reminders go out until every statement and document on their list is in.
Decisions on the record
The client approves what you agreed, and each follow-up becomes a task with an owner.
- Tell us what changed
- Check the risk profile
- Upload new statements and documents
- Answer the advisor's questions
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the routine every household goes through each year, from the what-changed questionnaire to the follow-up after the meeting. In Hubflo, the client's part shows up in their portal and your team's part shows up as tasks, so each review runs the same way.
