Overview
Privacy-first AI workspace designed to automate meeting prep, note-taking, follow-ups, CRM updates, and more for financial advisors. SOC 2 Type 2 certified, HIPAA compliant, with data that never trains AI models. Runs on-device or in secure enterprise environments.
Key Features
- Meeting Prep Automation
- AI Note-Taking
- Follow-Up Automation
- CRM Updates
- On-Device Processing
- Secure Enterprise Deployment
Integrations
CRM (Redtail, Wealthbox, Salesforce)Video ConferencingEmailCalendarPlanning Software
Details
- Platforms
- Web, Desktop
- Target Users
- RIAs, Financial Advisors, Wealth Managers, Compliance Officers
- Pricing Model
- Freemium
- Full Pricing Details
- Free tier available; Pro plans for teams
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