Know every client like they're your only client.
Briefly keeps a current picture of each client from your email, CRM, notes and statements, and every line links to its source. It writes the brief before each meeting and the follow-up after, flags idle cash and drift across your book, and reviews a prospect's statements before the first call.
We set up the web app for your firm and connect it to your Salesforce and Outlook.
Two things. The 401(k) rollover completed at $412,000, and their CPA flagged an open K-1 question in June. Both are filed and linked below.
- Smith Q2 statement (filed 6/30/2026)
- CPA email, M. Hill (filed 6/12/2026)
What changed for the Smiths since our March review?
Two things. The 401(k) rollover completed at $412,000, and their CPA flagged an open K-1 question in June. Both are filed and linked below.
Smith Q2 statement (filed 6/30/2026) | CPA email, M. Hill (filed 6/12/2026)
Which clients hold a concentrated position above 20%?
Three households. Patel at 31% in employer stock, Okafor at 24%, and Lindqvist at 22%, each read from the latest statement on file.
Patel Q2 statement (filed 7/8/2026) | Okafor Q2 statement (filed 7/2/2026) | Lindqvist Q1 statement (filed 4/14/2026)
Who mentioned wanting to retire in the next three years?
Four clients, each tied to the conversation where they said it. Two of them also asked about pension timing, which is noted in their files.
Meeting transcript, Doyle (filed 5/22/2026) | Meeting transcript, Chen (filed 6/9/2026) | + 2 more conversations
What's still open from last week's client meetings?
Five follow-ups across four households, from a missing insurance rider to the Whitfield trust question. Each one names the meeting it came from.
Whitfield transcript (filed 7/24/2026) | + 4 more items
Anything I should know before the Alvarez call at 2:00?
Their daughter's tuition starts this fall, the 529 is short of the plan, and Maria sounded frustrated about paperwork last visit. The prepared brief covers all three.
529 plan review (filed 6/3/2026) | Call notes (filed 7/17/2026) | Alvarez pre-call brief (prepared today)
app.brieflywealth.com · the Briefly web app. Illustrative example, not real client data.
Advisors use Briefly to remember a client's thoughts on NVIDIA.compare their fee to a prospective client's.create quarterly reports.find every household that mentioned selling a business.remember how a client feels about the oil industry.build the brief before a client review.read a prospect's statements before the first meeting.find the beneficiary form from last March.draft month-end commentary in the firm's voice.remember who asked about Roth conversions.
Your day's client work, done before you start.
To: Jane Smith
Margaret's $1.2M Fidelity account finished moving over on Sep 24 with every position transferred in kind and nothing sold. Now there is a decision on where it goes.
As of the Sep 1 note
Where this household differs. This household is at 22% bonds against the firm's 35% target.
Today
Wednesday, September 30 · 4 meetings this week
1. They asked for safer investments, but 20% sits in one stock.On the intro call they said they want less risk. Their J.P. Morgan statement shows $324,000 in Microsoft, a fifth of their $1.62M.1,2
2. Two layers of fees.Mutual funds carry a weighted 0.78% expense ratio, on top of an estimated J.P. Morgan advisory fee of about 1.0%. All-in is about 1.8%, or $28,800 a year.2,3
3. Municipal bonds sit in their IRA.The IRA holds $186,000 of municipal bonds. Their interest is tax-exempt, and inside an IRA that exemption gives no extra benefit.2
Hi Margaret,
We're converting $40,000 to the Roth this year.
The 529 for Nora opens this week, $500 a month.
I'll send the updated IPS by Friday.
Today
Wednesday, September 30 · 4 meetings this week
Delacor Industries is the largest position at 18.4% of the household, and industrial output data for September came in softer
The brief lands before every meeting
What changed, what they care about and how the portfolio did, in your inbox that morning with a source on every line.
Idle cash across your book
Every household with cash sitting idle, and one click turns it into a Salesforce task.
Prospects, before the first call
What they own, what their current firm charges them and what to ask about.
The follow-up is written when the meeting ends
A recap email for the client and the to-dos from the meeting, ready for you to approve.
Portfolios off target
Which clients have drifted outside their model, and by how many points.
A market brief for each client
What moved behind their largest positions, ready before the market opens.
Every line traces back to where it came from.
Briefly reads your Outlook, Salesforce, transcripts, call notes, statements, Orion data and plans, and sorts each one to the right client. Every line in a brief or an answer links to the source it came from, so you can check it in a click.
Smith, John & Jane
One app, set up for your firm.
We set up the web app, connect your Salesforce and Outlook, and your team signs in from a browser.
Each advisor on your team gets the full app.
Book a demo- We set it up for your firm and connect Salesforce and Outlook
- A brief in your inbox before every meeting
- Idle cash and drift alerts across your book (turned on once your custodian or portfolio management system is linked)
- Prospect analyses before the first call
- Follow-ups and tasks that go to Salesforce once you approve them
- Sign in from a browser, nothing for IT to install
Your client data stays in a private environment for your firm on AWS. The AI models that read it run on zero-retention terms and never train on it. Nothing goes into Salesforce until an advisor approves it. Briefly makes suggestions for the advisor to review. The advisor makes every decision and every recommendation. Security
Briefly also comes as a connector for Claude.
What advisors ask us first.
Is my client data safe?
Your firm's data lives in an environment we secure and control, hosted on AWS with access scoped to your firm, and the firm decides who signs in. Every model call that carries client data uses zero-retention routing, and nothing reaches Salesforce until an advisor approves it. Our security page breaks down the full data path if you want more detail.
Do you train AI models on my client data?
We don't use client data to train AI models, and any pattern-level learning runs through a de-identified layer with no client name or account number attached. Model calls that carry client data use zero-retention routing, with a fallback model on the same terms. Our security page covers the details.
Do model providers see my client files?
Briefly sends client data to a model only to answer a question or write a report. Every one of those calls runs on zero-retention terms, and the model providers never train on it. Our security page lays out the full data path.
Can I put client data into ChatGPT or Claude directly?
Pasting client details into a personal AI chat window sends them to the vendor's servers under consumer terms your firm never reviewed. The SEC's amended Reg S-P rule requires firms to oversee the service providers that handle customer information, which is why compliance teams are asking about AI chat tools. Briefly runs as a web app your firm signs into, with zero-retention routing on every model call that carries client data, so your firm has one vendor to review.
Why not just use Claude or ChatGPT on their own?
AI models change every few months, and what a chat window learned about your firm doesn't carry over. Briefly keeps one current picture of each client, built from your firm's email, notes, transcripts and statements, so the context you build keeps working as models improve or get swapped out. Answers draw on your whole book, corrections hold, and every claim carries a citation you can open.
Can Briefly analyze a prospect before they sign on?
Yes, and you supply everything it works from. Answer five questions about their goals and situation, then attach whatever statements they've shared. Briefly runs up to nine checks against what's actually in those documents, the allocation, the all-in fee, and concentration among them, and hands back findings it can prove alongside questions worth asking at the next meeting. It doesn't make recommendations, and every analysis ends with a plain list of what it could not verify. Read a full sample.
What happens if I leave?
Your firm has ninety days after leaving to export its files in a standard format, and after that window we delete them.
See it answer on your firm's own records.
Twenty minutes, with the advisor in the room. Tell us a bit about your firm and we'll set up a time to run it live.
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