Products

The only AI notetaker designed by Financial Advisors for Financial Advisors

Fingale is post-meeting automation built for financial advisors using Wealthbox CRM. After every client meeting, advisors leave a voice note, upload a transcript, or use a meeting recording. Fingale drafts every post-meeting admin task in one place. The advisor reviews everything in a single approval screen, edits anything that needs adjusting, and clicks approve. The work then executes directly to Wealthbox in seconds. What used to take 20–30 minutes of admin per meeting now takes 2–3 minutes

Watch your firm thrive while Hazel writes follow-up emails, parses documents, does in-depth meeting prep, transcribes notes, integrates with your CRM, answers complex questions about your practice, and more.

Parrot AI® by Advisor360° is an AI-powered assistant designed to enhance financial advisors' productivity by automating the capture, organization, and analysis of client interactions. It records conversations across various channels, organizes client documents, and transforms meetings into concise summaries with actionable next steps, enabling advisors to focus more on client engagement and less on administrative tasks. Key Features and Functionality: - Automated Meeting Capture and Tran

Many people struggle with collecting money for their Group Trip. They spend all their time setting up payment plans, accepting payments, tracking payments, hassling people to pay via email/text, and making it all look professional with a nice site, invoices, and receipts. Collecting payments for your Group Trip doesnt have to be this hard. We created SquadTrip to make it easier for you to automatically charge travelers who sign up for payment plans so that you can focus on your trip and put the

Go beyond AI note-taking and meeting prep with the enterprise-grade AI meeting assistant for advisors that delivers performance coaching and agentic workflow automation.

AdviserCheck is an AI-powered compliance intelligence platform for the Australian financial advice ecosystem. It analyses Statements of Advice, Client Advice Records, and other financial documents against FOFA, s961B, RG 175, DBFO, and other regulatory frameworks — surfacing compliance issues with evidence-backed findings.

SimplyWise Cost Estimator: Win more bids with instant, professional construction estimates The go-to estimation app for contractors who need accurate project estimates in the field. Snap a photo, see a before-and-after visualization of the finished project, and generate professional bids that close deals. All on your phone or computer. Key Features: - Instant Construction Estimates: Get detailed cost breakdowns in seconds - Before/After AI Visualization: Show clients what their renovation wil

Luminance is an advanced AI platform designed to revolutionize the way businesses handle their contracts, offering comprehensive solutions from creation and negotiation to post-execution analysis. Developed by AI experts from the University of Cambridge, Luminance employs a 'Panel of Judges' approach, utilizing diverse models to ensure legal-grade accuracy across all contract-related tasks. Key Features and Functionality: - AI-Powered Negotiation: Luminance acts as an intelligent legal assist

Upsearch is an AI visibility tracking platform designed to help brands monitor and enhance their presence across AI-powered search engines like ChatGPT, Claude, and Gemini. By providing comprehensive tools for tracking, analyzing, and improving how AI platforms present your brand, Upsearch ensures that businesses can effectively manage their digital footprint in the evolving landscape of AI-driven search. Key Features and Functionality: - Prompt Tracking: Accurately monitor how AI assistants r

Rezo.ai is an AI-powered contact center platform that transforms traditional customer service operations by automating interactions across multiple channels, including voice, chat, email, and social media. Leveraging advanced technologies such as Machine Learning (ML, Natural Language Processing (NLP, and Predictive Intelligence, Rezo.ai enables businesses to deliver personalized, efficient, and scalable customer experiences. By automating up to 60% of routine tasks, the platform significantly r

Emergent.sh is an AI-powered platform that enables users to transform ideas into fully functional, production-ready applications through natural language prompts. By leveraging advanced AI agents, Emergent automates the entire development process—including frontend design, backend logic, database integration, authentication, and deployment—allowing users to build and deploy applications without writing a single line of code. Key Features and Functionality: - Conversational Interface: Users can

SmartBots is a Conversational AI company providing custom chatbots and virtual assistant solutions to enterprises. SmartBots conversational studio leverages unique self-learning AI to compress both time-to-value and cost and delivers unique GUI lifecycle management to optimize efficacy over time.

Vida is an open source Data Visualization tool.

All Voice Lab is a cutting-edge AI voice generation platform designed to empower creators, marketers, and developers with high-quality, natural-sounding voiceovers. The platform leverages advanced neural network technologies to produce lifelike speech that can be used in podcasts, videos, advertisements, games, and other multimedia projects. At its core, All Voice Lab focuses on delivering customizable voices that sound authentic and engaging. Users can tailor voice parameters such as tone, pac

Pepsales AI automatically captures and analyzes every customer interaction during your meetings with prospects, then delivers real‑time, data‑driven insights at scale. Empower your sales team to identify high‑value opportunities, optimize pipelines, and make confident, intelligence‑backed decisions. How We Position Ourselves Against Competitors Pepsales AI isn’t just another sales‑enablement tool. It’s built on next‑generation AI that outperforms every alternative. Our platform stands alone in s

Steel.dev is an open-source browser API designed to empower AI agents and developers by providing seamless control over cloud-based browser instances. It simplifies the creation and management of browser automation tasks, enabling efficient web interactions for applications such as web scraping, AI assistants, and sales automation. With features like rapid session initiation, automatic CAPTCHA solving, and proxy management, Steel.dev ensures uninterrupted and scalable browser operations. Its com

Markup AI brings instant content compliance directly into your content workflows. As you write, edit, or update content, Markup AI scans, scores, and rewrites your text to align it with your brand guidelines. The process starts with a real-time check, providing a detailed analysis of your content. It reviews and scores every piece of content based on key linguistic and brand-related metrics.

Create high-quality content 10x faster with AI BingBang.ai is the generative AI platform that helps you create, schedule, publish, and easily manage your content creation ✍️ Write Content For SEO Fast That Ranks On Page 1 of Google ⏰ Finish Your First Draft 2-5X Faster 💰 Increase ROAS & Sales From Your Ads With Better Copy 💡 End Writer’s Block With Fresh Ideas & Go From Blank Page To Published Today 🌎 Translate To 25+ Languages Stop spending so much time writi

Haast is an AI-powered marketing compliance platform designed to help organizations manage digital risk by identifying and resolving brand and legal compliance issues across their entire digital presence. By automating content review processes, Haast enables businesses to prevent brand damage, recover lost revenue, and avoid costly fines. The platform streamlines compliance workflows, allowing marketing, legal, and compliance teams to collaborate more effectively and bring compliant content to m