Meeting Ally

Halosoft

About this app

Meeting Ally is a professional business platform designed for financial planning practices. Access is provided through a practice workspace managed by an authorised administrator. Additional users can only access the service through invitation to an existing practice account. The service is intended for business and professional use and is not marketed for personal, family, or general consumer use.

Meeting Ally helps Australian Financial Advisers eliminate the burden of manual documentation. Stop wasting hours manually typing up notes after every client meeting and spend more time on the things that matter.

Record conversations directly from your phone or upload existing files to receive structured, final-ready file notes. Spend less time on admin and more time with your clients.

MEETING ALLY AT A GLANCE:

FLEXIBLE RECORDING - Capture meetings directly in-app or easily upload any other audio files.

AI-POWERED FILE NOTES - Generate consistent, accurate client file notes tailored specifically to financial planning.

CALENDAR INTEGRATION - Sync your calendar to effortlessly streamline the recording and creation of your file notes.

SECURITY & PRIVACY FIRST - Built with security and privacy front of mind to ensure sensitive client conversations and data remain strictly confidential.

ACCURACY & COMPLIANT - Designed specifically to help advisers reduce admin stress while maintaining pristine, accurate file notes ready to be reviewed and added to your CRM.

What’s new

Meeting Ally helps Australian Financial Advisers eliminate the burden of manual documentation. Stop wasting hours manually typing up notes after every client meeting and spend more time on the things that matter. Record conversations directly from your phone or upload existing files to receive structured, final-ready file notes. Spend less time on admin and more time with your clients.