More than a notetaker, Parrot connects insights across meetings and documents at the household level, helping advisors walk into every conversation prepared and ready to follow up with confidence.

Every conversation. Every document. Every opportunity. Connected.

Zoom, Meet, Teams, Webex or "Bring Your Own"
Stay focused on clients and let Parrot – your AI teammate – do the rest. It joins your meeting, takes notes and transcribes automatically, saving secure copies only accessible to your firm. You can also upload your own recordings – we support a dozen different formats.

Automated document intelligence
Parrot AI ingests important financial documents, including financial statements, tax returns and estate documents, extracting key data points automatically. It then analyzes and summarizes the content, giving advisors clear, actionable insights in seconds.

In-person meetings and phone calls
With Parrot, it's easy to stay compliant and client-focused by capturing key insights from in-person meetings and phone calls. When conducting meetings in-person or over the phone, Parrot will record the audio from your discussion and ensure that nothing slips through the cracks.