AdviserNotes - UK

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.