prospo

Record meetings, get instant transcripts, and access your client knowledge graph on the go. The Prospo mobile companion for financial advisers.

Prospo is the mobile companion to the Prospo platform, built for financial advisers and client-facing teams who need their work to travel with them.

Capture meetings, review transcripts, and stay on top of every client relationship — straight from your phone.

KEY FEATURES

Meetings

• View your full meetings list with search and quick filters (Teams, Zoom, In-Person)
• Open detailed meeting views with attendees, status, and join links
• Join meetings directly from a tap

In-App Recording & Transcription

• Record meeting audio directly from your device with a built-in recorder
• Upload recordings securely to your workspace
• Initiate transcription and read transcripts on the go

File Notes & Insights

• Read AI-generated meeting summaries and file notes
• Explore the client knowledge graph to understand relationships and context at a glance

Secure by Design

• Email and password sign-in with two-factor authentication (2FA)
• Your session stays ready so you can pick up where you left off

Prospo Mobile is designed to keep advisers productive between desk sessions — record a client conversation, review the transcript, and have the key details ready before your next meeting.

An active Prospo account is required to use this app.

Questions or feedback? Visit our support page or get in touch with your Prospo administrator.