Win back time while protecting your practice.
Financial Advisors, save up to 80% of your time documenting your meetings - and have your team work remotely.
90-day money back guarantee.

What others say...

  • This is going to change our colleague's life!

    Howard Morin
    Helium Advisors

    This is going to make things so much more efficient that we probably are not going to have to hire another person anymore.

    JK
    AUM $200M

    This can do the work of 10 people for us. No more Excel tracking sheets!

    MM - Operations
    AUM $1.4B

  • Our system doesn't have anything like this. It would make a huge impact to our practice.

    Advisor from a large Broker/Dealer

    Can you wait...I need my Operations person to see this. Amazing!

    Fee-only Advisor
    $2B RIA Firm

    There is genius here.

    Industry Leader
    Large Research Firm

What others say...

  • This is going to change our colleague's life!

    Howard Morin
    Helium Advisors

  • This is going to make things so much more efficient that we probably are not going to have to hire another person anymore.

    JK
    AUM $200M

  • This can do the work of 10 people for us. No more Excel tracking sheets!

    MM - Operations
    AUM $1.4B

  • Our system doesn't have anything like this. It would make a huge impact to our practice.

    Advisor from a large Broker/Dealer

  • Can you wait...I need my Operations person to see this. Amazing!

    Fee-only Advisor
    $2B RIA Firm

  • There is genius here.

    Industry Leader
    Large Research Firm

A new way of documenting. And we guarantee you will love it.

save time

We estimate you will save up to 80% compared to the current archaic way of writing summaries.

save money

Just a natural result of saving time is saving money for your practice

unlock efficiencies

With centralized storage of your meeting notes, your team will realize immediate efficiency gains. Only one person will now have to read your handwriting.

Grow

It's time to grow and not worry what can fall through the cracks. By using the system you can eliminate the cracks.
Or your money back within 90 days. Guaranteed.

Your meeting notes made 10x more usable.
In a fraction of the time.

Searchable

Your meeting notes are searchable in an instant. Want to review notes from a previous meetings - takes seconds.

actionable

Your team will know what needs to get done - even if one calls in sick. No more texting, calling, waiting.

repeatable

You spend time drafting a beautiful email with your advice. By making it reusable, repeatable - save hours.

scalable

Have your intern draft your summaries using your words and your advice - in minutes. Your senior team can focus on growth activities.

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Our Vision

We are steadfastly focused on helping financial advisors grow and scale.  






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