Best Advisernotes Apps

Jump AI

AI for wealth managers

Free

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

OnBoard Meetings

Board Portal

Free

Streamline board meetings with a secure platform for preparation, execution, and analysis. Features include virtual meeting integration, eSignatures, voting, and secure messaging. Maintain compliance and enhance productivity with robust security protocols and offline access.

Zocks

by Zocks Communications, Inc.

Free

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

Read AI: Transcripts and Notes

Live AI Meeting Notes

Free

This app records audio from your device and generates real-time AI-powered transcripts and summaries. It's ideal for capturing lectures, meetings, or brainstorming sessions, providing comprehensive reports that can be shared or kept private.

CoHear: AI Lecture Notes

Record lectures, study smarter

Free

This app records, transcribes, and summarizes important conversations. It identifies speakers and extracts key decisions and action items, saving users time on manual note-taking. Ideal for professionals and anyone needing to capture details from meetings, calls, or appointments.

Fellow - AI Meeting Assistant

The secure AI meeting agent

Free

This AI-powered meeting workspace helps remote and hybrid teams streamline their discussions. It offers AI note-taking, collaborative agendas, and action item tracking to ensure meetings are productive and outcomes are clear. Integrates with popular productivity tools for seamless workflow.

L&T: Learning and Training

for livedigital and TeleBoss

Free

Host and join virtual conferences and webinars with advanced features for education and business. Offers unlimited meeting times, large participant capacities, and interactive tools for effective communication and collaboration.

tl;dv Mobile: AI Notetaker

by tldx Solutions GmbH

Free

Capture in-person conversations with professional-quality audio and get AI-powered summaries, action items, and insights. Works offline and syncs to your desktop workspace for seamless meeting intelligence.

Primerica Events

Representative App

Free

Discover and manage your attendance at company events. Find networking opportunities, view event details, and create a personalized schedule with reminders.

Bluedot AI Note Taker

AI Meeting Notes & Summaries

Free

This app records, transcribes, and summarizes meetings and conversations. It automatically detects key information like decisions and action items, and can integrate with popular productivity tools. Users can also ask questions about their meeting content.

Krisp AI Meeting Note Taker

Voice Notes and Memo Recorder

Free

This app captures, transcribes, and summarizes conversations from in-person meetings and virtual calls. It generates automated meeting notes and action items with high voice-to-text accuracy. The service supports multiple languages and integrates with popular productivity tools.

Investor360°

by Advisor360°, LLC

Free

Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.

MyRepChat

Compliant Text Messaging

Free

This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.