Search selected Windows folders and Outlook email with your firm-approved OpenAI or Anthropic connection. Get an answer with sources you can open.
Illustrative example
What did the Carters decide about Roth conversions, and what do I still need before Thursday?
The Carters want to convert $45,000 this year, split between their existing traditional IRAs. They asked to keep estimated federal tax below $11,000.
You still need Ellen's latest IRA statement and confirmation that the charitable distribution cleared before Thursday's review.
Built for independent advisors
Windows first
Outlook + selected folders
OpenAI or Anthropic
It does not replace your CRM or reorganize your practice. It gives the information you already have one front door.
Select the client folders you want available. Connect Outlook once.
Search files and email together without remembering where the detail lives.
Every answer keeps its sources beside it, ready to check.
The answer is probably in your practice already. It may be in a planning document, an email from last month, or a PDF someone renamed twice.
“What changed since our last review, what did we promise, and what is still missing?”
Ask once. Walk into the meeting prepared.
You stay in control of the folders, provider, and source material.
Your firm remains responsible for approving its AI provider and how client information may be used.
Not directly. Advisor Prep Hero uses an API key from OpenAI or Anthropic. That gives your firm a separate, controllable connection for the desktop app.
No. You choose the folders it can search. The app does not silently scan the rest of your computer.
The first release is for Windows and Microsoft 365 Outlook. Other systems are outside the current scope.
No. It does not replace your CRM, create workflows, or manage a team. It is one fast search-and-answer layer across files and email.
Join the early-access list. I will email when the Windows version is ready to try.