# Client Meeting Prep Pack for Wealth Managers with Addepar

> AI assembles the review pack from Addepar, Black Diamond, 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 Addepar — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Addepar](https://calish.com/workflows/tool/addepar/)
- **Role:** [Wealth Manager](https://calish.com/workflows/for/wealth-manager/)
- **Specialty:** High-Net-Worth Advisory
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-meeting-prep-pack-for-wealth-manager-with-addepar/

## The Problem

Prepping for a High-Net-Worth Advisory 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 Addepar

AI assembles the review pack from Addepar, Black Diamond, 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 Addepar — uses the native API or agent integration so nothing leaves the system of record.

## Addepar Integration Approach

1. **Audit your Addepar configuration.** We map the specific Addepar objects, custom fields, and workflows the automation needs to touch for your high-net-worth advisory practice.
2. **Build on the Addepar API or agent.** Integration happens inside Addepar — 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 Addepar with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Meeting Prep Pack for Wealth Managers](https://calish.com/workflows/client-meeting-prep-pack-for-wealth-manager/)
- AI assembles the review pack from Addepar, Black Diamond, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.

## Other Addepar Automations

- [New Client Onboarding for Wealth Managers](https://calish.com/workflows/with/new-client-onboarding-for-wealth-manager-with-addepar/)
- [Portfolio Drift & Rebalance Alerts for Wealth Managers](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-wealth-manager-with-addepar/)
- [Quarterly Commentary & Client Letter for Wealth Managers](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-wealth-manager-with-addepar/)
- [Communication Compliance Surveillance for Wealth Managers](https://calish.com/workflows/with/communication-compliance-surveillance-for-wealth-manager-with-addepar/)
- [Loan File Assembly for Wealth Managers](https://calish.com/workflows/with/loan-file-assembly-for-wealth-manager-with-addepar/)
- [Conditional Approval Response for Wealth Managers](https://calish.com/workflows/with/conditional-approval-response-for-wealth-manager-with-addepar/)

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