Structure your advisory.
Demonstrate value to clients.
THE PLATFORM FOR ACCOUNTANTS GROWING ADVISORY
Trusted by and built alongside leading advisory firms






The platform to unlock advisory
Structure your advisory
Spend more time helping clients and less time on administrative, repeatable tasks.
Empower your team
Let your team support your advisors by standardising delivery, centralising materials, and gaining visibility.
Highlight your value
Know exactly what your clients need and how they're feeling, and track every step of their goal-driven journey.
seamless client check-ins
Stay a step ahead
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!
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Powerful meeting workflows
Share the load
Unlock the power of teamwork to prepare, complete, and close your advisory meetings - all in Brieff! Dashboards, templates, agendas, notes, and one-click meeting summaries are just a few of the ways meeting workflows enable collaboration and consistency across your firm.
Client feeling and journey
Show your value
Use actions, key results, and goals to create a traceable and measurable journey for every client. Showcase achievements to demonstrate the value you drive through your services.




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