Empowering Financial Planners with Cutting-Edge Tools
Transform Your Financial Planning Process
Streamline Operations, Enhance Client Engagement, and Boost Productivity
Fact Find
Gather and organize essential client information to create personalized financial plans.
File Note
Document client meetings and interactions to ensure accurate and comprehensive records.
Collaboration
Seamless collaboration with team members and clients.
Custom Reports
Generate custom reports tailored to your clients' needs.
Integration
Integrate with popular financial tools and platforms.
Knowledge Base
Access a comprehensive knowledge base for financial planners.
File Note Assistant
AI-Powered Meeting Notes for Financial Planners
Our AI-powered File Note Assistant helps financial planners create comprehensive meeting notes effortlessly. Simply input key discussion points, and our AI will generate professionally formatted file notes that meet compliance requirements. Save time while maintaining detailed records of every client interaction.
Task Management
Streamline Your Workflow with Smart Task Organisation
Our task management system helps financial planners stay organised and efficient. Track client meetings, follow-ups, and important deadlines all in one place. Perfect for both individual planners and teams, it ensures nothing falls through the cracks and helps maintain high service standards.