Advisor Terminal

Advisor Terminal lets financial advisors record in-person client meetings right from their phone.

Set your phone on the table and tap record. The app captures the room audio, even when your screen is off. When you stop, the recording uploads on its own.

From there, Advisor Terminal does the work for you. It writes a full transcript and a clear summary of the meeting. Everything shows up in your Advisor Terminal web portal, ready to review.

Key features:

• One tap recording for in-person meetings
• Keeps recording in the background while you use other apps
• Uploads on its own, even if your signal drops for a bit
• Automatic transcript and summary of every meeting
• Secure sign in with Face ID
• Works on iPhone and iPad

Advisor Terminal is built for advisors who want to stay present in the room. Spend less time taking notes. Spend more time with your clients.

Advisor Terminal is a companion app. You need an Advisor Terminal account to sign in. You can create your account on the web at advisorterminal.com.