Last verified Oct 20, 2026
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AI notetaker for financial advisors that writes the meeting notes, drafts the follow-up email and saves it all to your CRM.
Verdict
Strong pick for advisors who spend evenings catching up on meeting notes.
- Pricing
- Paid
- Team
- Solo, SMB, Mid-market, Enterprise
- Industries
- Financial advisors
Capability
What the AI does
- Takes notes in client and prospect meetings
- Drafts the follow-up email and tasks
- Saves the notes to your CRM
Fit
Good fit if
- You are a financial advisor or run an advisory firm
- Meeting notes pile up after hours
Skip
Skip it if
- You are not in wealth management
- A free notetaker is enough for you
Price
Price
Meet (AI notetaker, meeting prep, follow-ups and CRM sync) is $100 per advisor per month. Onboard and Grow are $50 per advisor per month each. Enterprise plan for large firms.
Proof
Proof
In use
How reps use it
Works with
Works with
Salesforce- Redtail
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