Meeting recap

Build your meeting recap

Privacy ModeLeaves the client, the photo and your branding off the recap.

01 Meeting

Meeting title

Meeting date Meeting type optional

Meeting context optional

02 Client

Client first name or initials onlyNever a full legal name, national ID or account number. Client photo optionalOnly with the client’s permission. It stays in this page and is left off in Privacy Mode.

03 Meeting summary

One topic per line. Add a short detail after a dash, for example “Current allocation — Reviewed holdings”.

04 Client actions

05 Adviser actions

06 Decision, next review & notes

Key decision optional Next review optional Notes optional

07 Branding

Branding is left off the recap in Privacy Mode.

Adviser name Role

Company Logo optionalPNG, JPG or WEBP up to 2 MB. It stays in this page.

Live preview

Client-ready recap

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Design

Finish and export

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