Plan Review Assistant
Apr 9, 2025
New Feature: Re-Approach Document Tool — Uncover Blind Spots. Reignite Client Conversations.
SLvia has launched the Re-Approach Document Tool, a powerful assistant designed to help advisors analyze existing client plans — and turn them into actionable conversations.
Whether it’s a business plan, estate plan, or a financial plan gathering dust, the Re-Approach Document Tool reviews these materials to create a clear overview of the client’s situation, surface potential blind spots, and highlight key areas for improvement.
“This tool was built to help advisors turn static documents into dynamic conversations,” said Alexa Pao, founder of SLvia. “It’s not about creating busywork. It’s about giving advisors a practical, personalized way to re-engage clients around meaningful next steps.”
With the Re-Approach Document Tool, advisors can:
Analyze existing client documents for planning gaps and potential risks
Extract key “points of disturbance” to bring into client conversations
Generate a clear, client-friendly summary that illustrates where updates or adjustments are needed
Turn legacy plans into fresh advisory opportunities
Why it matters:
Clients’ lives change — but their plans don’t always keep up.
The Re-Approach Document Tool helps advisors proactively revisit old plans, spot overlooked issues, and guide clients toward their next best steps.
It’s a smarter, faster way to add value — while reinforcing the advisor’s role as a proactive, trusted partner.
