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Create financial review prep tasks for client files

Create financial review prep tasks for client files

Your completed review tasks often leave follow-up unassigned, so client files lack organized prep and advisors miss materials. Assigned prep tasks ensure advisors have materials ready before the review.

Create financial review prep tasks for client files

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Overview

When review-complete marks leave prep unassigned, client readiness stalls and advisors scramble. This flow instantly creates prioritized prep tasks routed to the right advisor and operations staff so materials are ready same day before the scheduled review.

Create financial review prep tasks for client files