AdviserNotes

AdviserNotes is the mobile companion for financial advisers. Record client meetings directly on your phone and have them automatically uploaded for AI-powered transcription and document generation.

Key features:

Record meetings on-the-go using your device microphone Background recording support — switch apps without interrupting your session Automatic upload to the AdviserNotes platform when connected Track recording status in real time with live updates Re-upload failed recordings with a single tap Secure authentication via your organisation's identity provider AdviserNotes is designed for regulated financial advice firms. Recordings are securely processed and fed into your existing compliance and documentation workflows through the AdviserNotes platform.

An active AdviserNotes account is required to use this app.