# Client Meeting Prep Pack for Financial Advisors with Orion

> AI assembles the review pack from Orion, Redtail CRM, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running Orion — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Orion](https://calish.com/workflows/tool/orion/)
- **Role:** [Financial Advisor](https://calish.com/workflows/for/financial-advisor/)
- **Specialty:** Wealth Management
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-meeting-prep-pack-for-financial-advisor-with-orion/

## The Problem

Prepping for a Wealth Management client review means pulling performance, allocations, tax posture, and life updates from 5 systems — and the advisor does it the night before.

## What We Build in Orion

AI assembles the review pack from Orion, Redtail CRM, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running Orion — uses the native API or agent integration so nothing leaves the system of record.

## Orion Integration Approach

1. **Audit your Orion configuration.** We map the specific Orion objects, custom fields, and workflows the automation needs to touch for your wealth management practice.
2. **Build on the Orion API or agent.** Integration happens inside Orion — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Orion with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Meeting Prep Pack for Financial Advisors](https://calish.com/workflows/client-meeting-prep-pack-for-financial-advisor/)
- AI assembles the review pack from Orion, Redtail CRM, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.

## Other Orion Automations

- [New Client Onboarding for Financial Advisors](https://calish.com/workflows/with/new-client-onboarding-for-financial-advisor-with-orion/)
- [Quarterly Commentary & Client Letter for Financial Advisors](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-financial-advisor-with-orion/)
- [Portfolio Drift & Rebalance Alerts for Financial Advisors](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-financial-advisor-with-orion/)
- [Communication Compliance Surveillance for Financial Advisors](https://calish.com/workflows/with/communication-compliance-surveillance-for-financial-advisor-with-orion/)
- [Loan File Assembly for Financial Advisors](https://calish.com/workflows/with/loan-file-assembly-for-financial-advisor-with-orion/)
- [Conditional Approval Response for Financial Advisors](https://calish.com/workflows/with/conditional-approval-response-for-financial-advisor-with-orion/)
- [New Client Onboarding for RIA Firm Administrators](https://calish.com/workflows/with/new-client-onboarding-for-ria-firm-administrator-with-orion/)
- [Communication Compliance Surveillance for RIA Firm Administrators](https://calish.com/workflows/with/communication-compliance-surveillance-for-ria-firm-administrator-with-orion/)

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