CRM-native meeting preparation for financial advisors

Prepare for Important Client Meetings — Before They Happen

RepRamp Advisor is a CRM-native meeting preparation system for financial advisors.

Before a client meeting, advisors rehearse the conversation with an AI client persona built from real client context. RepRamp Advisor evaluates readiness and logs a preparation record directly into the CRM.

Start Free TrialSee how it works

Meeting templates & prep playbooks

Annual review, market downturn, rollover, discovery—pre-built meeting types plus custom playbooks for your practice.

CRMs store client information—but not how to rehearse the conversation

You need to be ready to have hard conversations with clients. RepRamp Advisor helps you prepare before the meeting.

  • Explain portfolio performance
  • Address market volatility concerns
  • Discuss retirement planning recommendations
  • Defend fees and value

Why advisors use RepRamp Advisor

Rehearse, evaluate readiness, and document preparation—all before the client meeting.

Advisor Meeting Rehearsal

Rehearse the conversation with an AI client persona built from real client context—before the meeting. Voice or text, on your schedule.

Readiness Evaluation

RepRamp Advisor evaluates preparation readiness so you know you’re ready. Focus on what matters for that client and meeting type.

CRM Preparation Record

A preparation record is written directly into your CRM. The timeline shows that you prepared—not just what happened after the meeting.

How it works

Launch from CRM, rehearse the meeting, evaluate readiness, then write the preparation note back to your CRM.

Step 1

Launch from CRM

Open RepRamp Advisor from a contact record in your CRM. Client context flows in automatically.

Step 2

Rehearse the meeting

Run through the conversation with an AI client persona. Voice or text, built from that client’s profile and meeting type.

Step 3

Evaluate readiness

RepRamp Advisor evaluates your preparation so you can refine talking points and approach before the real meeting.

Step 4

Write preparation note back to CRM

A preparation record is logged in your CRM. Supervisors and partners see that the advisor prepared—documentation stays in one place.

Built for advisors, focused on preparation

RepRamp Advisor is not training software and not a meeting-notes tool. It helps you prepare before the client meeting and writes that preparation back into your CRM.

Not training software

You rehearse with a client-specific AI persona. Preparation, not generic courses.

Not meeting notes

This happens before the meeting. The output is a preparation record in your CRM.

Built for advisors

CRM-native workflow, client context, and documentation that fits how advisory practices work.

Fits into your CRM workflow

RepRamp Advisor launches from your CRM and writes preparation records back into it. It complements tools like Wealthbox so advisors stay in one workflow—prepare, meet, and keep the client record complete.

Advisor Meeting Preparation Capacity

RepRamp Advisor helps advisors prepare before client meetings and automatically records preparation activity inside the CRM.

Used to standardize pre-meeting workflows and documentation across advisory practices.

Pilot Program

$0

Evaluate RepRamp Advisor within your real client meeting workflow. No credit card required.

  • 50 client meeting preparations included
  • 30-day pilot (60 days for firms — contact us)
  • Up to 3 advisors
  • All core meeting preparation templates
  • Voice + text rehearsal modes
  • CRM preparation record generation
  • Wealthbox writeback included
Run a Pilot

Solo Practice

$500 / year per practice

For independent advisors who prepare for every client meeting.

  • Up to 500 client meeting preparations per month
  • Up to 2 advisors
  • All meeting preparation templates
  • Voice + text rehearsal modes
  • Automatic CRM preparation documentation
  • Wealthbox writeback
Start Solo Practice

Most Popular

Small Firm

$2,500 / year per practice

Standardize meeting preparation across your advisory team.

  • Up to 2,000 client meeting preparations per month
  • Up to 10 advisors
  • Shared preparation playbooks
  • Firm-level preparation history
  • CRM activity writeback
  • Standardized documentation across advisors
Deploy Across Your Team

Firm

$12,000 / year per practice

Operational meeting preparation infrastructure for established advisory firms.

  • Unlimited client meeting preparations
  • Up to 50 advisors
  • Firm-level reporting and tracking
  • Standardized prep enforcement
  • Priority writeback reliability
  • Early access to Salesforce support
  • Dedicated onboarding
Talk to Us About Firm Rollout

Enterprise

Custom

For broker-dealers, multi-branch RIAs, and compliance-driven deployments.

  • Unlimited advisors
  • Salesforce + multi-CRM integration
  • Compliance documentation and reporting
  • Custom meeting playbooks and templates
  • SSO
  • SLA + priority support
  • Custom CRM mapping
Talk to Partnerships

RepRamp Advisor becomes part of the advisor workflow: Prepare → Meet → Maintain the client record.

Ready to prepare for important client meetings?

Join advisors and RIA teams using RepRamp Advisor to rehearse before the meeting and log preparation back into the CRM.

Start Free Trial

Request beta access or a demo via the signup flow or contact page.