AdviserNotes
AI Meeting Notes for Advisers
Free · Designed for iPad. Not verified for macOS.
AdviserNotes is the mobile companion for financial advisers. Record client meetings directly on your phone and have them automatically uploaded for AI-powered transcription and document generation.
Key features:
Record meetings on-the-go using your device microphone
Background recording support — switch apps without interrupting your session
Automatic upload to the AdviserNotes platform when connected
Track recording status in real time with live updates
Re-upload failed recordings with a single tap
Secure authentication via your organisation's identity provider
AdviserNotes is designed for regulated financial advice firms. Recordings are securely processed and fed into your existing compliance and documentation workflows through the AdviserNotes platform.
An active AdviserNotes account is required to use this app.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Fixed bug where meeting can get lost in obscure edge case
The developer, Söderberg & Partners, 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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- SÖDERBERG & PARTNERS INSURANCE & INVESTMENT CONS
- Size
- 40.2 MB
- Category
- Business
- Compatibility
Requires iOS 16.4 or later.
- iPhone
Requires iOS 16.4 or later. - iPad
Requires iPadOS 16.4 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+
- Copyright
- © 2026 Söderberg & Partners