Getting Started

Leveraging AI Filenote for Financial Planning

AI Filenote is designed to streamline the financial planning process, offering tools that enhance productivity and client engagement. Here's how you can get started:

Key Features

• Fact Find: Efficiently gather and organize client information to create personalized financial plans.
• File Note: Document client meetings and interactions to ensure accurate and comprehensive records.
• Task Management: Keep track of tasks and deadlines to ensure timely completion of financial planning activities.