AdviserNotes - UK
1+
Downloads
Everyone
info
About this app
AdviserNotes is an AI-powered meeting companion built exclusively for financial advisers.
Record client meetings — in-person or online — and let AdviserNotes handle the rest. The app captures audio, transcribes the conversation, and automatically generates professional meeting notes and documents, so you can stay focused on the client rather than the notepad.
KEY FEATURES
• Meeting recording — record in-person client meetings directly from your device using high-quality audio capture
• AI transcription — accurate, automatic transcription delivered straight to your meeting record
• Document generation — structured notes and reports generated from your meeting content
• Online meeting support — connect to your calendar and join virtual meetings seamlessly
• Works offline — record meetings without an internet connection; transcriptions sync when you're back online
• Secure & compliant — data stored and processed in accordance with financial services requirements
BUILT FOR FINANCIAL ADVISERS
AdviserNotes integrates with your firm's platform. A valid firm account is required to use this app.
Whether you're meeting clients at the office, at their home, or over a video call, AdviserNotes ensures every conversation is captured accurately and turned into actionable documentation — saving you time and reducing the administrative burden of client-facing work.
Download AdviserNotes and reclaim the time you spend on meeting admin.
Record client meetings — in-person or online — and let AdviserNotes handle the rest. The app captures audio, transcribes the conversation, and automatically generates professional meeting notes and documents, so you can stay focused on the client rather than the notepad.
KEY FEATURES
• Meeting recording — record in-person client meetings directly from your device using high-quality audio capture
• AI transcription — accurate, automatic transcription delivered straight to your meeting record
• Document generation — structured notes and reports generated from your meeting content
• Online meeting support — connect to your calendar and join virtual meetings seamlessly
• Works offline — record meetings without an internet connection; transcriptions sync when you're back online
• Secure & compliant — data stored and processed in accordance with financial services requirements
BUILT FOR FINANCIAL ADVISERS
AdviserNotes integrates with your firm's platform. A valid firm account is required to use this app.
Whether you're meeting clients at the office, at their home, or over a video call, AdviserNotes ensures every conversation is captured accurately and turned into actionable documentation — saving you time and reducing the administrative burden of client-facing work.
Download AdviserNotes and reclaim the time you spend on meeting admin.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
What’s new
Record meetings directly on your device, even without an internet connection
Choose your preferred transcription language
Upload recordings for AI-powered transcription and summary generation
Track the status of your uploads with a clear meeting queue
Sign in seamlessly with your existing backoffice account (IO or Plannr)
Full data consent and privacy controls before you begin
Choose your preferred transcription language
Upload recordings for AI-powered transcription and summary generation
Track the status of your uploads with a clear meeting queue
Sign in seamlessly with your existing backoffice account (IO or Plannr)
Full data consent and privacy controls before you begin
App support
phone
Phone number
+34675636855
About the developer
Po Söderberg & Partner AB
info@soderbergpartners.se
Malmskillnadsgatan 32
111 51 Stockholm
Sweden
+34 660 97 60 64
