Create comprehensive plan update drafts based on market changes, new client information, or regulatory shifts.
Create comprehensive plan update drafts based on market changes, new client information, or regulatory shifts.
Keeping financial plans current with market changes, new client circumstances, and regulatory updates can be an overwhelming task when managing multiple client relationships. This Knap streamlines the update process by automatically identifying material changes and drafting clear, compliance-friendly plan updates. It's especially valuable when market conditions shift rapidly or when tax laws change, allowing you to quickly assess impacts across your client base. The automation ensures consistency in your planning approach while maintaining personalization for each client's unique situation. Most importantly, it helps you stay proactive with client communications about plan adjustments rather than reactive to client inquiries.
Analyze meeting notes and summaries for compliance risks and documentation completeness.
Save drafted follow-up messages that maintain your voice while ensuring every important point is covered.