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AI Note taker for Solo Advisors
Streamline note-taking, automate compliance reporting, and ensure accurate client records—so you can focus on growing your practice and serving clients, not drowning in paperwork.
Sign up for a demo of the #1 accurate AI Note Taker
Why Solo Advisors trust FinScribe?
Make FinScribe work for you.
Whether you're documenting client meetings, investment strategies, or compliance notes, FinScribe adapts to your workflow. With flexible settings, it fits seamlessly into how you already operate.
Capture every important detail.
No more scrambling to recall past conversations. FinScribe records key insights, organizes financial plans, and ensures every client interaction is properly documented—reducing errors and improving accuracy.
Spend more time advising, not typing.
Automate note-taking and client documentation, cutting down on administrative work. With FinScribe, you save hours every week—time better spent building relationships and growing your business.
Effortless Compliance Reporting
FinScribe automatically generates regulatory-ready reports, tracks disclosures, and ensures all documentation meets compliance standards—so you never have to worry about audits or missing records.
Always have a complete client history.
FinScribe organizes and updates client records in real time, integrating past meeting notes, portfolio changes, and financial plans—so you always have the full picture when making decisions.
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Concise, Advisor-Specific Summaries
Get clear, structured summaries of client conversations, including goals, risk preferences, investment plans, and tax strategies. No unnecessary fluff—just the insights you need to take action.
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Smart Compliance and Audit Readiness
FinScribe auto-generates required compliance documentation, ensuring every client note meets industry standards. No more last-minute scrambling before audits—your records stay complete and up to date.
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.