Record
Joins your Zoom or Teams call as a silent participant, or captures audio for in-person meetings. No manual action required after setup.
Your client meeting notes, written before you leave the room.
Advisorbriefs records, transcribes, and syncs structured notes to your CRM — so you can stay present with clients, not scrambling to document afterward.
Used by independent RIAs managing $50M–$500M AUM
Connects with the tools RIAs already use
Redtail CRM
Wealthbox
Orion
Salesforce
Zoom
MS Teams
How It Works
Three steps. Zero documentation drag.
From the start of the meeting to a structured note in your CRM — handled automatically.
Transcribe & Summarize
Structures notes by topic: goals discussed, action items, material disclosures, follow-up required. Flags items that may be compliance-relevant.
Sync to CRM
Pushes structured notes to Redtail, Wealthbox, or Orion with one click. Field-mapped to your CRM's schema. Your audit trail, complete.
Smart Meeting Summaries
Structured notes the moment the call ends.
Every client meeting produces a structured note: goals discussed, topics covered, action items assigned, and follow-up dates set. Organized consistently, every time — not dependent on how rushed you were when you wrote it.
Our pilot advisors describe it as having a meticulous associate who sat in every meeting and wrote everything down.
See how summarization works
CRM Sync
Notes in your CRM. Not in a separate tool you have to check.
Advisorbriefs maps directly to Redtail and Wealthbox field structures. Meeting notes appear where your team already works — inside the client record, alongside contact history, not in a separate application that adds another login to manage.
One-click sync. Full field-mapping review before pushing. No data surprises.
View all integrations
Compliance-Ready Notes
An audit trail that holds up under examination.
Every note carries creation timestamp, attendees, session duration, and edit history. Designed to support the documentation standards independent RIAs operate under — built with SEC recordkeeping requirements and FINRA Rule 4511 in mind, not bolted on afterward.
If an examiner asks to see your meeting records, your answer is two clicks away.
Review our compliance design
SOC 2 controls in development
Audit scheduled for Q4 2026
End-to-end encryption
AES-256 at rest · TLS 1.3 in transit
Audit trail for every note
Immutable creation + edit history
No audio stored after processing
Recordings deleted post-transcription
What Our Pilot Advisors Are Saying
Built with RIAs. Refined by RIAs.
I used to spend 45 minutes after every call writing up notes before I could do anything else. Now I review a structured summary on the drive home. The time savings are real and immediate.
The compliance piece was the thing that convinced me. Every note is timestamped and immutable. If I get an exam request, I can pull any client meeting record in seconds. That used to keep me up at night.
I was skeptical about another software subscription. But the CRM sync is the piece I didn't know I needed. Notes go straight into Wealthbox. My team sees everything in one place. Worth every dollar at this price.
Talk to Ethan
We want to hear from you directly.
We are working with a small cohort of independent RIAs to refine the product. If you manage between $50M and $500M AUM, we would like to hear from you. No sales deck. Just a conversation about your documentation workflow.
Schedule a call with Ethan