Overview
AI meeting assistant for financial advisors. Records, transcribes, summarizes client meetings, extracts action items, and auto-populates CRM notes. Compliance-aware.
Key Features
- Meeting recording & transcription
- AI summaries
- Action item extraction
- CRM auto-population
- Compliance redaction
- Integration with planning tools
Integrations
WealthboxRedtailSalesforceZoomTeamsGoogle MeeteMoneyMoneyGuidePro
Details
- Platforms
- Web, Mobile App, Chrome Extension
- Target Users
- RIAs, Financial Planners, BD Reps, Client-Facing Advisors
- Pricing Model
- Subscription
- Starting Price
- USD 49/mo
- Full Pricing Details
- From $49/mo per advisor
Related Tools
FP Alpha
AI analyzes client data, auto-generates planning recommendations & tax strategies.
ContactView →
Microsoft 365 Copilot
AI in Office: emails, docs, Excel analysis, PowerPoint, Outlook.
SubscriptionView →
ChatGPT Team / Enterprise
Secure team ChatGPT: custom GPTs, admin controls, data privacy, shared workspace.
SubscriptionView →