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AI Note taker for Fund Managers
FinScribe automates investment documentation, performance tracking, and compliance reporting, so fund managers can focus on strategy and maximizing returns.
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Why Fund Managers trust FinScribe?
Complete Investment Oversight
Record and structure investment committee meetings, market reviews, and portfolio discussions—creating a searchable, real-time knowledge base of your fund’s strategy and decision-making.
Turn insights into action.
AI-powered documentation helps you track fund performance, risk assessments, and market shifts—allowing you to refine strategies based on historical data and real-time intelligence.
Seamless Investor Reporting
FinScribe compiles structured reports summarizing fund performance, key investment decisions, and economic outlooks—helping you provide timely, transparent updates to stakeholders and LPs.
Automated Regulatory Compliance
Regulatory documentation is generated automatically, ensuring compliance with SEC, ESG, and fiduciary reporting requirements—minimizing compliance risks and protecting investor confidence.
A real-time record of every key decision.
FinScribe dynamically logs and organizes investment discussions, risk analyses, and portfolio changes, providing an evolving roadmap of your fund’s strategy.
Intelligent Market & Risk Summaries
AI-driven summaries consolidate global market trends, sector movements, and risk assessments—enabling fund managers to quickly identify emerging opportunities and threats.
Investor-Ready Performance Reports
Generate polished investor reports in minutes, with AI extracting and structuring key fund metrics, NAV updates, and strategic insights—ensuring clarity and professionalism in every communication.
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.