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Spend more time with your clients and less time documenting.
Documenting your advice is important, but it should not tie you up and create backlogs. See how you can now send a follow-up in a fraction of the time. 
90-day money back guarantee.
Remote Ready.
Enterprise Grade.

What advisors are saying..

  • "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

  • "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

  • "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

Make your meeting notes work 10x harder

Searchable

Meeting notes from all previous meetings are instantly searchable, in seconds.

actionable

Your team can access meeting notes from one centralized space so they instantly know what needs to be done.

repeatable

Draft beautifully crafted advice to use again and again, freeing-up hours of precious time.

scalable

Let an intern draft your summaries, using your words, in minutes - while you and the senior team focus on growing the business.

"We can be so much more efficient and lower our compliance fear factor" - David Littlejohn, RIA & Investor

Start saving time now

Integrates seamlessly with

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A new way of documenting. And we guarantee you'll 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

Now you can grow your practice without missing vital information and eliminate any potential cracks in the system.

Send an Annual Summary in less than 20 seconds

Learn more

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