Keep the goal record
Organize client goals, priorities, timeframes, and status from the firm's approved client notes.
Financial planning / client reviews
A planning review is a goals and assumptions pack, not a blank meeting.
We build private workflows that prepare planning meeting packs, goal records, cash flow inputs, assumptions, and action items for the planner to complete. The workflow organizes the material; the qualified planner owns the analysis and recommendation.
Goal packCash flow inputsAssumptionsMeeting actions
Pattern demonstration / same workflow, synthetic material
Fixed-scope setupClient-owned accountsDraft-and-review firstFull handover
Where planning prep goes
The client story is rebuilt for every review.
Goals, income, spending, assets, and assumptions change between meetings. The planner needs the current story without re-entering everything.
Prepare the planning inputs
Assemble income, spending, assets, liabilities, and assumptions for the planner's review.
Build the review pack
Prepare the agenda, current position, changes, open questions, and action items for the client meeting.
The planning boundary
The system prepares the pack. It does not build the plan.
Analysis stays qualified
The workflow drafts from records. Projections, suitability, and recommendations stay with the qualified planner.
Goals belong to the client
The workflow records the client's stated goals and inputs; it does not invent or override them.
Assumptions stay visible
Every draft shows which inputs, assumptions, and source records were used.
A first planning review workflow
Start with the review the planner holds most.
Choose the review
Pick the annual planning review, new client meeting, or goals update the planner runs.
Map the client inputs
List goals, income, spending, assets, liabilities, and assumptions from approved records.
Prepare the meeting pack
Assemble the agenda, current position, changes, and open questions for the planner.
Capture the actions
Record decisions, follow-ups, and owners after the review for the next meeting.
A planning review is stronger when the client story and the planner's assumptions are easy to check.
Why trust Pristine3D?
We build and operate production software.
Pristine3D Ltd builds and operates live digital products, and we run private AI workflows internally as part of our own operations. We scope around your real workflow: the documents you own, the questions your team asks, and the access boundary you approve. Based in Lagos, Nigeria, we work remotely with clients worldwide.
We already run live products
Based in Lagos, Nigeria, Pristine3D currently builds and operates smartcards.ng, venu.ng, photoshoot.ng, and ugc.ng in production.
We start with the actual workflow
One input, one output, one test set, and one person who owns the result. We scope a real workflow instead of a transformation programme.
The boundary stays visible
Cloud, model, storage, and messaging accounts stay in your name. The chosen data path, access rules, test record, documentation, and training are part of the agreed scope.
Pricing / fixed scope
Know the starting numbers before you ask.
The final quote follows the workflow. Infrastructure and model bills stay on your accounts.
One Workflow
Starting from$3,500 / ₦2.5m
2 to 3 weeksOne workflow for a small team, with training and handover.
See the one-workflow packageFirm-wide
Starting from$7,500 / ₦8m
4 to 6 weeksMultiple sources, roles, integrations, and admin handover.
See the deploymentAnnual support
Starting from$3,000 / ₦1.5m
per yearStandard care for one delivered workflow. Optional. Larger deployments and active monitoring are separately scoped.
See supportArchitecture review from $500. Standard annual support is $3,000 / ₦1.5m per year for one delivered workflow. New workflows, integrations, active monitoring, and infrastructure are separately scoped; infrastructure, model, storage, and messaging bills stay on client accounts. Full pricing and what changes the quote
Straight answers
Common questions.
Does this create a financial plan?
No. It prepares the inputs and meeting pack. Planning analysis and recommendations stay with the qualified planner.
Can it set client goals automatically?
No. Goals and priorities come from the client and the planner, recorded in the firm's approved notes.
How is this different from adviser client reports?
That page covers periodic client reporting. This page is the planning review cycle: goals, inputs, assumptions, and meeting actions.
Own your knowledge base
The model is not the product. The knowledge base is.
Documents, the retrieval index, access rules, and the workflows built around them are the asset, and they compound. We deploy so the knowledge base stays yours: on your accounts, in the environment you choose, under access rules your team defines. The model behind the answers is a connector, so the knowledge base moves with you, not with a vendor.
Your corpus, your index
The document store, metadata, and retrieval setup live on accounts you own. No vendor holds the corpus.
Models are swappable parts
Change the model provider, move regions, or go local without rebuilding the knowledge base or the workflow.
The knowledge base is the alpha
Every improvement to the corpus improves the answers, and the improvement stays with you, not with a vendor.
Keep exploring
Related setups.
Start with the review pack
Which planning review takes the longest to prepare?
Tell us the review, the client inputs, and the planner. We will scope a workflow around the firm's own planning format.