Walk into every meeting already prepared.
Alcova is the AI meeting assistant built for wealth advisers. Whether it’s a client review, prospect call, internal catch-up or partner discussion, Alcova helps you prepare, stay focused and turn every conversation into clear notes and next steps. No extra tabs. No copy-paste. No follow-ups slipping through the cracks.
THIRTY SECONDS TO KNOW EVERYTHING
Before each meeting, Operator brings together the relevant context — including CRM records, email threads, past notes and portfolio highlights — and condenses it into a briefing you can scan in thirty seconds. Walk in knowing the context, the open items and exactly what to discuss.
NOTES THAT WRITE THEMSELVES
While you stay present in the conversation, Alcova captures and organises what matters: key decisions, action items, discussion notes and compliance details. Every template is customisable and shareable across your team.
BUILT FOR IN-PERSON MEETINGS
Capture face-to-face meetings straight from your phone, review briefings between appointments and tidy up notes on the go. Your meeting history and preparation travel with you.
ADMIN THAT HANDLES ITSELF
Once the meeting ends, your notes are structured and the right follow-up work is ready to go. Update your CRM, prepare compliance records, draft follow-up emails, queue tasks and send documents for signing.
WORKS WITH THE TOOLS YOU ALREADY USE
Zoom, Google Meet and Microsoft Teams
In-person meetings via the iOS app
Salesforce and Microsoft Dynamics 365
Microsoft and Google calendars
COMPLIANCE WITHOUT THE BUSYWORK
Maintain a clear audit trail of who said what, when and what happened next — with complete records written back automatically.
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
Reliability improvements to app diagnostics.
Version 1.1.16
The developer, Alcova Software, 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
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More