AE Summit vs LeadCenter AI

Make the most of this time to grow, collaborate and network on our Summit trips! Enhance your time onsite by downloading the AE Summit app to stay connected during our trip. This is the official app that will allow you to view the Advisor Summit and CEO Summit information you will need on each trip. When you download the app, you gain access to your personalized agenda where you can see your selected activities and additional details. Important announcements to keep you up to date. Networking opportunities with other advisors and AE team members, as well as the ability to communicate directly with event staff. All the exciting experiences on the activity feed. The ability to view and save event documents and photos. Pertinent event information. Real-time updates from the event staff.

LeadCenter.AI is the all-in-one CRM built for financial advisors—now available on mobile. Access your calendar, manage notes, record meetings, and stay on top of your tasks, appointments, and client relationships from anywhere. Key Features: - Dashboard Analytics — View new leads, appointments kept, new clients, production metrics, and AUM summaries at a glance. - Calendar — Browse your schedule in day, week, or month view with support for Google, Outlook, Redtail, and LeadCenter calendars. - Contacts — Search, sort, and access your entire contact database. Add new contacts, call, or email directly from the app. - Tasks — Stay on top of your to-dos with Inbox, Today, and Upcoming task views. - Notes — Create and manage rich-text notes with categories, templates, and contact linking. Add threaded comments and @mention team members to keep everyone in the loop. - AI Voice Transcription — Tap "Listen & Transcribe" to convert speech to text in real time while creating notes—powered by AI. - Meeting Recorder — Start a quick meeting from anywhere in the app. Record audio with a live waveform, add participants, and associate recordings with contacts or appointments. - Notifications — Never miss an update with in-app notifications and @mention alerts. Put your marketing, sales, operations, and reporting on autopilot—with mobile access built for advisors.