FinMate AI 4+

AI By Advisors For Advisors

Trellish Corp

Designed for iPhone

    • Free

iPhone Screenshots

Description

AI for Financial Advisors, by Financial Advisors

Automate your Financial Advisory note taking, now on the go! FinMate AI records your meetings.

With the FinMate App, you can have FinMate take notes for your in person meetings.

Your data is secured, backed by our SOC2 Certification.

* Record with one tap
* Review and Playback
* Control your event list

Terms of Use(EULA) - https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy - https://www.finmate.ai/privacy

What’s New

Version 1.26

minor bug fixes, playback bug fix

App Privacy

The developer, Trellish Corp, 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

Privacy practices may vary based on, for example, the features you use or your age. Learn More

You Might Also Like

Jump AI Notetaker
Finance
Zocks
Business
Ed Slott’s Elite IRA Advisor
Business
Warburton
Finance
Toolkit CRM
Business
Genera Advisors
Finance