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            Financial Advisor Assistance Subagent Reference

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            Financial Advisor Assistance Subagent Reference

            A subagent defines an agent's range of capabilities for a particular job to be done. Subagents help agents identify the types of user requests, determine the scope of requests, make decisions, and perform actions. Financial Advisor Assistance contains a library of standard subagents designed for financial advisors to help customers.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            • Subagent: Wealth Advisor Client Meeting Preparation
              The Wealth Advisor Client Meeting Preparation subagent helps wealth advisors gather, review, and organize client details to prepare for a client meeting. This includes retrieving and summarizing client data, reviewing portfolio performance, checking financial goals, and identifying upcoming life events and pending tasks.
            • Subagent: Wealth Advisor Client Post Meeting Follow Up
              The Wealth Advisor Client Post Meeting Follow Up topic helps wealth advisors manage post meeting tasks by creating financial plans, goals, action plans, interest tags, and life events. Structure and organize meeting notes. Extract financial plans, goals, action plans, and life events from the meeting notes. Classify follow-up tasks into categories such as financial planning or documenting outcomes. If meeting notes are available, use this topic.
             
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