# AdviserNotes — AI Meeting Notes for Advisers

> AI Meeting Notes for Advisers (iPhone/iPad app by Söderberg & Partners.)

- Source: https://appshunter.io/ios/app/advisernotes/id6758340771 (this page in markdown: same URL + `.md`)
- Developer: [Söderberg & Partners](https://appshunter.io/developer/553829675)
- Category: Business, Productivity
- Price: Free
- Age rating: 4+
- Requires: iOS 15.1 · 32 MB
- Languages: American English
- Released: 2026-03-17
- Data updated: 2026-08-31
- User reviews in markdown: https://appshunter.io/ios/app/advisernotes/id6758340771/reviews.md

## What is AdviserNotes?

AdviserNotes is the mobile companion for financial advisers. Record client meetings directly on your phone and have them automatically uploaded for AI-powered transcription and document generation.

Key features:

Record meetings on-the-go using your device microphone
Background recording support — switch apps without interrupting your session
Automatic upload to the AdviserNotes platform when connected
Track recording status in real time with live updates
Re-upload failed recordings with a single tap
Secure authentication via your organisation's identity provider
AdviserNotes is designed for regulated financial advice firms. Recordings are securely processed and fed into your existing compliance and documentation workflows through the AdviserNotes platform.

An active AdviserNotes account is required to use this app.


## Version history (last 5 releases)

### 1.0.30 — 2026-08-30

General improvements

### 1.0.29 — 2026-08-01

New photos & bug fix

### 1.0.28 — 2026-07-31

- General improvements.
- New photos.

### 1.0.22 — 2026-07-16

UX improvements

### 1.0.21 — 2026-07-11

Bug fixes

## More apps by Söderberg & Partners

- [Söderberg & Partners - Online](https://appshunter.io/ios/app/soderberg-and-partners-online/id553829672)

All apps by Söderberg & Partners: https://appshunter.io/developer/553829675

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-31.*