Afternoon Note Taker
Capture Client meetings easily
Free · Designed for iPad. Not verified for macOS.
The Afternoon Note Taker records client meetings to capture the data and information you need. We transcribe, add voice signatures, turn into meeting notes, actions and client communications. All actionable with a single tap.
Built for financial advisors
Whether you're meeting clients at home visits, in branch, or at third-party offices, Afternoon Note Taker keeps your client records complete without the admin burden.
One-tap recording
Press record and focus on your client. No complicated setup, no menus to navigate. The app does the work whilst you do the advising.
Works anywhere
No signal? No problem. Record meetings without connectivity and we’ll upload everything to your client records once you're back online.
Seamless linking to existing and new clients
After recording, assign the meeting to: An existing client meeting; an ad hoc catch-up with a current client; or a brand new client you've just met
Integrates with Afternoon
All recordings sync silently to your Afternoon platform, keeping your client data complete and your records audit-ready.
Designed for face-to-face meetings
The Afternoon note taker is purpose-built for in-person meetings. For virtual meetings, Afternoon's meeting bot handles those automatically.
Requires Afternoon account
You’ll need an active Afternoon subscription. Not signed up yet? Visit http://afternoon.co.uk to learn more
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Fix issue where calendar events are not showing
The developer, Afternoon Finance, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Identifiers
- Usage Data
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Location
- Identifiers
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Afternoon Finance Limited
- Size
- 47.7 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
User-Generated Content
- Copyright
- © 2026 Afternoon Finance Limited
