# TODAY Reviews
**Vendor:** TODAY  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About TODAY
TODAY is an AI Copilot for financial advisors. As a Notetaker, it supports advisors in video consultations with compliant notes, extracting data for CRM enrichment, and delivers tailored coaching insights. Advisors save up to 5h per week with TODAY&#39;s compliant notes, next-steps, and CRM updates. Purposely designed for financial advisors, TODAY excels with accurate transcripts and workflow automation to unlock face-time for advisors.






- [View TODAY pricing details and edition comparison](https://www.g2.com/products/today-today/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-14+04%3A17%3A17+-0500&secure%5Bsession_id%5D=a7402be1-cb9a-4f2a-8c15-4b594f0135b6&secure%5Btoken%5D=81e52901c113594ec440c495f8288e412d939e5b22fec8c39bf413fa1f0f5062&format=llm_user)


## Top TODAY Alternatives
  - [SAP Multi-Bank Connectivity](https://www.g2.com/products/sap-multi-bank-connectivity/reviews) - 4.3/5.0 (46 reviews)
  - [Joist](https://www.g2.com/products/evercommerce-joist/reviews) - 4.1/5.0 (31 reviews)
  - [BBVA Customer API](https://www.g2.com/products/bbva-customer-api/reviews) - 4.4/5.0 (27 reviews)

