Advisor Notes is a note taking application specifically designed and built for Certified Financial Planners. 


Reduce Time 

Reduce repetitive note taking, script mundane aspects leaving room for information unique to each client;  follow a well established workflow across financial planning, wealth, and or insurance scenarios.


Provide Clear Communication 

Provide clear direction for administrative staff once your meeting is completed; upload PDF output into Outlook 365 and Client Management System.


Satisfy Compliance 

Advisor notes will ensure you cover crucial areas:  Client Focused Reforms (CFR), KYC notes, Dealer fees, and disclosure items (when & method of delivery).

Advisor Notes accomplishes these tasks - It is easy to use.