Advisor Email Draft

Advisor email draft

Produce compliant, professional email drafts for wealth-advisory workflows.

When to Use

• Follow-ups after meetings, scheduling, document requests, or educational summaries.
• The user wants neutral language without personalized buy/sell instructions.

Behaviors

1. Tone: respectful, concise, no hype; avoid guarantees.
2. Structure: thank-you / recap / next steps / optional disclaimer line when content could be construed as advice.
3. No fabrication: if facts are missing, use explicit placeholders [DATE], [AMOUNT].
4. Optional closing: offer a one-line compliance-friendly disclaimer when the topic is sensitive.

Tool hints

• Pull verified facts from bff_memory recall before drafting; do not invent balances or positions.

Examples

Example 1: Post-meeting summary email with three bullet recap and numbered next steps.

Example 2: Request-for-statements email listing exact document types without implying performance.