Every feature, shown plainly. No cloud required.
Advisor Prep Hero works in three steps: you ask a question, the AI responds, and a real Markdown file appears on your hard drive.
Type your question into the chat panel. Paste documents, images, PDFs. The AI has full context of your workspace.
Watch the response stream in real-time. Stop at any point, edit the message, rerun with different parameters.
Save the conversation as a permanent Markdown file in your workspace. Edit, link to other files, version-track changes.
Advisor Prep Hero ships with the Advisor Practice Pack: seven workflows built for confidential client work at RIA and advisory practices. Three are featured below.
Pull together custodian statements, prior meeting notes, and client profile data. Advisor Prep Hero drafts a structured prep doc covering agenda, suitability considerations, and conversation starters. All client data stays on your machine.
See the Advisor Practice Pack →Walk through a client's holdings, goals, and changes since the last review. Advisor Prep Hero drafts a structured annual-review document you edit and approve before the meeting. Nothing leaves your machine during drafting.
See the Advisor Practice Pack →Structured interview that maps every category of client data your practice holds: where it lives, who can access it, and how it is protected. Useful for Reg S-P safeguard reviews and your own records.
See the Advisor Practice Pack →Eight workflows built around the documents tax professionals actually produce.
Structured walkthrough of common omissions: primary residence exclusion, education credits, dependent documentation, state tax nexus issues, backup withholding triggers.
See the Tax Practice Pack →Generates per-use IRC §7216 consent forms structured to meet the 12-point-type and separate-document requirements. The template structures each client's disclosure and consent; you review before presenting.
See the Tax Practice Pack →Templates that turn client conversations into client-safe analysis.
Transcribe or paste notes from discovery calls. Advisor Prep Hero synthesizes them into a structured account: goals, constraints, success metrics, decision timeline, stakeholders, red flags.
See consulting templates →Outline client work without including confidential details. Advisor Prep Hero produces a slide-deck structure you can safely show your design team or other consultants without exposing client data.
See consulting templates →Your API key goes directly to Anthropic, OpenAI, or Google. It never passes through Advisor Prep Hero's servers. Your files stay on your machine. Advisor Prep Hero never sees your work, never stores it, never logs it. When you send a prompt to a cloud model, it goes straight from your computer to that provider under your own account; Advisor Prep Hero is not in the path. With Ollama, nothing leaves your machine at all. You control the API call. You control the cost. And if you ever stop using Advisor Prep Hero, your work doesn't disappear: it's already on your hard drive as plain Markdown files.