Tram vs Posterity

The TRAM app puts your financial plan in the palm of your hand and empowers you to make better decisions about your investments in partnership with your financial adviser. Powered by award-winning technology, you can access your portfolio valuation, check the risk you are currently taking with your investments and check in on the progress of your financial plan 24/7 from your phone. You can contact your financial adviser at a time that suits you via the app’s secure messaging system and the app also contains insightful finance and lifestyle related content which you can tailor to your own preferences. TRAM helps you stay on track to achieve your financial goals.

Record your client meetings on the go with the Posterity app. Capture notes, facts and client objectives from in-person meetings. With our app, you can focus on providing exceptional advice without worrying about missing crucial information. Key Features: Record on the Go: Easily capture your client meetings using the Posterity app, whether you're in your office or out visiting in person. Never miss a detail again! Automatic Transcription: Your recorded meetings are securely synced to the Posterity platform, where our advanced AI technology accurately transcribes the conversations for your review. Smart Summarization: Posterity intelligently extracts and summarizes key notes, facts, and client objectives from your meetings, saving you valuable time and ensuring you stay organized. Secure and Compliant: We prioritize the security and privacy of your client data. Collaborative Platform: Access meeting notes across team members. Create Reports: Create suitability reports with a couple of clicks. Posterity empowers financial advisors to enhance their client relationships, streamline their workflow, and provide top-notch advice. By leveraging cutting-edge technology, Posterity eliminates the need for manual note-taking, allowing you to concentrate on what matters most – your clients.