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AI Note taker for Asset Management Firms
Built for asset management firms - FinScribe streamlines meeting documentation, automates compliance reporting, and ensures accurate record-keeping across portfolios. With FinScribe, your team can focus on optimizing investments while staying audit-ready at all times.
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Why Asset Management Firms trust FinScribe?
Customizable to Your Firm’s Needs
Whether tracking portfolio discussions, investment committee meetings, or compliance reviews, FinScribe adapts to your firm’s processes. Customizable settings ensure seamless integration into your existing operations.
Accurate, AI-Driven Documentation
FinScribe records and structures essential details from investment meetings, performance reviews, and risk assessments—ensuring precise, well-organized documentation across all client and fund activities.
More Efficiency, Less Admin Work
With FinScribe automating documentation and reporting, your team spends less time writing notes and more time making strategic investment decisions—boosting productivity across the firm.
Effortless Compliance & Audit Readiness
FinScribe auto-generates compliance-ready reports, tracks disclosures, and ensures all documentation meets regulatory standards. No more scrambling for audit prep—your records are always accurate and up to date.
Instant Chart Access
FinScribe organizes and updates meeting notes, investment strategies, and portfolio discussions in real time—ensuring your team always has the latest insights for decision-making.
Concise & Specific Summaries
Get clear, AI-generated summaries of investment strategies, risk assessments, fund performance updates, and client mandates—delivering relevant insights without unnecessary clutter.
Save Time and Reduce Costs
FinScribe auto-generates compliance reports, ensuring all investment decisions and disclosures are accurately recorded. Reduce risk, avoid regulatory penalties, and stay audit-ready with zero extra effort.
From independent advisors to multi-billion AUM RIAs and asset managers, Finscribe empowers financial teams of every size to work smarter and achieve more.
Frequently Asked Questions
FinScribe prioritizes client data security through multiple layers of protection, including end-to-end encryption for all data at rest and in transit. We maintain SOC2 Type II certification and follow recording-free note-taking practices, meaning meeting audio is discarded once notes are processed. Our security features include multi-factor authentication (MFA), single sign-on (SSO) integration, and robust access controls. We never use client data to train our AI models and automatically redact sensitive information like Social Security Numbers. FinScribe conducts regular independent security audits and provides comprehensive documentation to help you meet regulatory requirements.
Financial advisors typically save 25-30 minutes per client meeting using FinScribe's automated note-taking solution. This translates to approximately 25-30 days of reclaimed time annually for most advisors. Beyond time savings, FinScribe delivers more comprehensive and compliance-friendly documentation than manually produced notes. Our clients report that this improved documentation quality helps prevent compliance issues and provides valuable insights for performance improvement.
Getting started with FinScribe is remarkably simple. Most firms can be fully operational within minutes using our out-of-the-box integrations. The process involves logging into your FinScribe account, connecting your calendar and CRM systems through our settings page, and you're ready to go. Our Customer Success team provides personalized 1:1 training sessions and platform walkthroughs to ensure smooth adoption. For firms with custom integration needs, we offer dedicated support during the onboarding process. The IT setup typically takes less than 20 minutes, with straightforward guides provided for your technical team.
FinScribe seamlessly integrates with all major video conferencing platforms including Zoom, Microsoft Teams, Google Meet, and Webex. For virtual meetings, FinScribe joins as a note-taking participant to capture conversations. For in-person meetings, you can use our mobile app or web application to record and document discussions. FinScribe also offers robust integrations with popular CRM systems used by financial advisors, calendar applications, and document sharing platforms to create a comprehensive workflow solution.
FinScribe's AI technology delivers exceptional accuracy rates exceeding 95% for financial conversations. Our system is specifically trained to understand wealth management terminology and context, enabling it to capture nuanced financial discussions, client details, and action items with remarkable precision. The AI transforms conversations into structured, coherent summaries that highlight key information, making it easy for advisors to review and act upon meeting outcomes. The system continuously improves through refinement of our industry-specific models.