Know every client like they're your only client

Briefly turns your documents into structured, scannable meeting briefs. No new software to learn. No CRM migration. Five minutes of review instead of an hour of digging.

One brief. Everything you need to walk in prepared.

Action items, portfolio changes, tax opportunities, and client context — all generated from your existing documents.

app.brieflywealth.com
Briefly meeting brief — action items, portfolio summary, tax considerations, client sentiment, and notes
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Action Items & Follow-ups
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Portfolio & Performance
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Tax Opportunities
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Client Sentiment
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Notes & History

Integrates with your existing systems

The Problem

What if your meeting prep took two minutes instead of twenty?

Before every review, it's the same routine. Pull up the portfolio. Check the CRM. Search your inbox. Skim your last notes. Twenty minutes later, you've got a decent picture. But across dozens of clients and years of conversations, the details your clients expect you to remember are the hardest ones to find.

How It Works

Upload your documents. Get a structured brief.
Walk in prepared.

No new software to learn. No CRM migration. Briefly reads what you already have.

1

Upload & Connect

Drop in financial statements, notes, and client documents. Link your email to pull in recent communications automatically.

2

Get Your Brief

AI reads everything and builds a structured meeting brief with action items, portfolio changes, tax considerations, and client context.

3

Walk In Prepared

Review in five minutes what used to take an hour. Know every open item, every life event, every concern before you sit down.

The Product

See What's in a Briefly Brief

Every section below is generated automatically from your existing documents.

Nothing falls through the cracks.

Open tasks, pending follow-ups, and next steps pulled from your documents and past meetings. Each item is tracked with status so you know exactly where things stand before every conversation.

Action Items

4 open
Call John to confirm if AJXA position should be sold to pay off personal loanOpen
Review PPM and operating agreement for John's Austin real estate deal once receivedPending
Update financial plan to include trust inflow, Jane's reduced income, and revised 50/50 allocation requestOpen
Provide updated 2025 W-2 for tax projectionFollow Up
Why It Gets Better Over Time

Every meeting makes the next one smarter.

EBriefly gets smarter the more you use it. As it learns each client's priorities and communication style, your briefs get more relevant and your meetings get stronger.

Let's talk about your workflow.

Interested in seeing how Briefly fits your practice? We'd love to learn more.

Emailcontact@brieflywealth.com
LocationChicago, IL
Built forWealth Advisors & RIAs

Your clients notice when you remember the details.

They definitely notice when you don't.