# Focal \| Secure AI for Advisors — Beyond Advisor AI Note-taking > AI meeting assistant for financial advisors and compliance professionals. (iPhone/iPad app by OmniClient Inc..) - Source: https://appshunter.io/ios/app/focal-secure-ai-for-advisors/id6743939027 (this page in markdown: same URL + `.md`) - Developer: [OmniClient Inc.](https://appshunter.io/developer/1805166312) - Category: Business, Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 52 MB - Languages: American English - Released: 2025-05-01 - Data updated: 2026-08-21 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/focal-secure-ai-for-advisors/id6743939027/reviews.md ## What is Focal | Secure AI for Advisors? Focal is an automated AI note-taker for financial advisors and compliance professionals. Focal joins your client meetings over Zoom to generate transcriptions for AI summaries capturing and organizing detailed notes, intelligently generated agendas, task extraction, data syncing with your downstream CRMs, and compliance recordkeeping. ## Key features - Automated AI note-taking - Meeting transcription - AI-generated summaries - Task extraction - CRM data syncing - Compliance recordkeeping ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/focal-secure-ai-for-advisors/id6743939027/reviews.md ### 5/5 — Meetings are now easy *2025-12-02* This app saved me a bunch of times when not being able to go into zoom and start a meeting with a client no matter where I am. It also has a list of upcoming meetings for my team, so I can join a meeting from my phone. ## Frequently asked questions about Focal | Secure AI for Advisors ### What is Focal? Focal is an AI-powered application designed to automate note-taking during client meetings for financial advisors and compliance professionals. It provides transcriptions, summaries, and task extraction. ### Does Focal have ads? No, Focal does not contain advertisements, offering an uninterrupted user experience. ### What devices does Focal support? Focal is available on iPhone and iPod devices. ### How often is Focal updated? The latest version of Focal is 1.0.10, and it was last updated on May 12, 2026. Updates are released to improve functionality and reliability. ### What is the age rating for Focal? Focal has an age rating of 4+, making it suitable for a wide range of users. ### How does Focal handle CRM data? Focal intelligently syncs extracted data and notes with your downstream Customer Relationship Management (CRM) systems, streamlining your workflow. ### What kind of AI features does Focal offer? Focal utilizes AI to generate meeting summaries, intelligently create agendas, and extract actionable tasks from client conversations. ### What is the user rating for Focal? Focal currently has a perfect rating of 5.0 stars based on 1 review, indicating high user satisfaction. ## Version history (last 5 releases) ### 1.0.12 — 2026-08-12 Added biometric login. Enhanced in-person audio recording stability. Implemented overall stability fixes and improvements. ### 1.0.11 — 2026-06-10 General stability updates ### 1.0.10 — 2026-05-12 Reliability improvements to in-person recording — the beginning of recordings is now captured correctly. Sign-in is more forgiving of accidental spaces in your email address and recovers more reliably from interrupted login sessions. The conversations list now refreshes automatically after you finish a recording. ### 1.0.9 — 2026-04-20 - Improved upload reliability with direct cloud uploads, reducing failed or stuck uploads - Added silence detection — get a warning if no audio is detected, and recordings auto-stop after extended silence - Phone call detection now automatically pauses and resumes your recording - Fixed Bluetooth audio device interference that could disrupt microphone input - Improved background recording recovery — the app now syncs state more reliably when returning from the background - Better handling of upload timeouts and session expiration - Added recording status indicators (Starting, Saving, Processing, Syncing) - General stability and performance improvements ### 1.0.8 — 2026-04-06 Improved the in-person meeting flow ## Apps similar to Focal | Secure AI for Advisors | App | Rating | Price | Category | | --- | --- | --- | --- | | [Capture Mobile.](https://appshunter.io/ios/app/capture-mobile/id510594760) | 1.6 (42) | Free | Business | | [Future Proof Festival](https://appshunter.io/ios/app/future-proof-festival/id6450773127) | 5.0 (2) | Free | Business | | [Zocks](https://appshunter.io/ios/app/zocks/id6443466353) | 4.6 (32) | Free | Business | | [Future Proof Citywide](https://appshunter.io/ios/app/future-proof-citywide/id6740627575) | — | Free | Business | | [Wealthbox](https://appshunter.io/ios/app/wealthbox/id1448255830) | 4.8 (1,620) | Free | Business | --- *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 2026-08-21.*