For financial advisors & plannersFor advisors
Client review letters for financial advisors, drafted from your meeting notes.
Meeting notes, account data, and the goals on file go in. A review letter in your voice comes out, ready for your review and your usual compliance process.
See It Work
From review meeting to client letter.
A sample annual review: three raw inputs, one draft in the practice's own voice.
Each numbered input is marked where it landed in the draft. Select one to highlight it. Sample firm and data.
Your combined accounts are up 7.8% year to date2 (from the account summary) and remain on track for the 2034 retirement target in your plan.3 (from the plan and goals) As we discussed, we'll increase your monthly TFSA contributions in January and revisit the education savings plan at the spring review.1 (from the meeting notes)
What It Drafts
The client letters that follow every meeting.
If you write it the same way for every client, it can be drafted. Common starting points:
Quarterly & annual review letters
Performance, progress against goals, and what changed, written the way you'd explain it in person.
Meeting follow-up summaries
What was discussed, what was decided, and who does what next.
Financial plan progress updates
Where each goal stands against the plan, in plain language.
Account commentary
Account-level results turned into a short narrative your clients can follow.
Discovery & onboarding summaries
First-meeting notes organized into a clean summary of the client's situation and goals.
Action item checklists
Paperwork, signatures, and next steps pulled into a clear list for the client and your team.
Why Automate It
Clients remember the letter, not the spreadsheet.
After every review meeting there's a letter to write: what you covered, how they're tracking, what happens next. It's the same shape every time, and it's often what slips when the calendar fills up. That's what the engine drafts.
The advice stays yours. The engine writes up what you discussed, in your voice, and your normal compliance review stays exactly where it is.
The engine handles
- Your letter structure and standard sections
- Your tone and the way you explain things
- Carrying figures from account summaries into the letter
- Consistent formatting for every client
You keep
- All advice and recommendations
- Compliance review and approval
- Review and sign-off on every letter
- Your relationship with the client
How It Works
From your past letters to a working engine.
Share a few past letters
Two or three review letters you've already sent. Your structure, tone, and standard language get mapped into a style profile.
Your engine gets built
Meeting notes, account summaries, and plan goals go in. A letter in your voice comes out. About a week.
Review, approve, send
You check the draft, run it through your usual compliance review, and send.
What's inside every engine
- Inputs
- Meeting notes, account summaries, and plan goals
- Style profile
- Learned from your own past letters
- Template
- Your sections, branding, and sign-off block
- Review
- Advisor sign-off and your usual compliance review
- Build time
- About a week for your first letter
- Handoff
- A 30-minute live walkthrough
Pricing
Prove it on one letter. Then let it run.
A flat $350 proof on your own work. Scale only once it earns its place.
Step 1 · Start here
Automate One Report
$350 flat
Your most-written client letter, automated in about a week. You run it yourself, and it's yours to keep.
- Built from your real past letters
- 30-minute live handoff
- No subscription, no lock-in
Step 2 · Scale it
The Report Engine
Build fee + monthly
The same letter, connected to your inputs and hosted, so a draft is waiting after every review meeting.
- No more pasting inputs
- Hosted and monitored for you
- Kept current as your format changes
Step 3 · Full system
Full Reporting System
Scoped on a call
Several letter and report types, data pipelines, and a client portal, built around how your practice runs.
- Multiple letter and report types, one engine
- Pulls from your existing systems
- Client-facing portal or dashboards
If your letter needs more than the $350 build, I'll tell you before you pay, not after.
Other Fields
Other work Sidekik automates
Agency, consulting, or something else? A 15-minute call (opens in a new tab) is enough to check.
Pick the client letter you're tired of writing.
Flat $350, about a week, yours to keep. Prove it on your own work, then decide what runs next.
Bigger scope, or want to talk first? Book a free call (opens in a new tab) or email rodrigo@sidekik.ca