Solution introduction
Focus on your client
Let our meeting notetaker take care of the rest
The assistant you need to run your financial advice business.
Accurate meeting summaries
Our AI is tuned to recognise the specific language that financial advisors use. Unlike other note takers, it doesn't get confused.
Get your facts right
Capture your action items and client objectives automatically. Let the AI capture the facts, and you can focus on your client.
Generate the reports you need
Instead of spending hours writing reports for clients let our AI do it automatically for you - in seconds.
