Price: From $100/advisor/mo
Setup: Easy
Time saved: ~6 hrs/wk Vendor claim20-25 for 4 advisors (vendor claim)Source

Who it's for

Financial advisors who spend time typing up notes and tasks after every client meeting.

What it does

Takes notes during client meetings
Logs follow-up tasks with owners and due dates
Sends tasks and client goals into your customer list

Proof

Maker's claimThe company that makes it says so

Anthony Petsis & Associates saves 20 to 25 hours a week across four advisors.

JumpDate not shown Read the source

Try it yourself DIY version

Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.

Copy this prompt

I am a financial advisor. Below are my rough notes from a client meeting, with names and account numbers removed. Please: 1) Turn them into clean meeting notes with headings for topics discussed, client goals, and questions raised. 2) List every follow-up task with who owns it ([ADVISOR], [ASSISTANT], or client) and a due date of [DATE] unless I said otherwise. 3) Draft a short, warm follow-up email to [CLIENT FIRST NAME] that sums up what we covered and next steps. Do not add any investment advice or recommendations that are not in my notes. Notes: [PASTE NOTES]. Reminder: have compliance review anything client-facing before it goes out.

How to set it up

Connect your calendar and your customer list (the case study firm uses Redtail).
Turn it on for your next client meeting.
Check the notes and tasks before saving them.
Have compliance review any client-facing email before it goes out.