FinMate AI
AI By Advisors For Advisors
0 ratings
Free
About
AI for Financial Advisors, by Financial Advisors
Automate your Financial Advisory note taking, now on the go! FinMate AI records your meetings.
With the FinMate App, you can have FinMate take notes for your in person meetings.
Your data is secured, backed by our SOC2 Certification.
* Record with one tap
* Review and Playback
* Control your event list
Terms of Use(EULA) - https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy - https://www.finmate.ai/privacy
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What's New in FinMate AI
2.7
April 23, 2026
minor bug fix, on sandbox id's a recording files.
