The must-have platform
for business advisors
Brieff structures and highlights the value of your advisory, letting you grow your service.
Trusted by and built alongside leading advisory firms
Enhance and grow your service
Serve more clients
Structure and streamline your service. Centralised information and automated workflows drive efficiency and consistency across your firm.
Highlight your value
Share every step of the advisory journey with each client to showcase your impact and keep them engaged.
Remove guesswork
Know exactly what your clients need and how they're feeling at every stage of their advisory journey.
Seamless client Check-ins
Easily create and send "Check-ins" to your clients to gain valuable insights ahead of your meetings. Use Brieff’s question bank and templates, or create your own!
Powerful meeting workflows
Prepare, complete, and close your advisory meetings using powerful meeting workflows! Dashboards, templates, agendas, notes, and meeting summaries are just a few of the ways these workflows drive efficiency and consistency across your firm.
Client journey
Use goals, key results, and actions to create a traceable and measurable journey for every client. Showcase achievements to demonstrate the value you drive through your advisory service.
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