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Every client meeting leaves an advisor owing a file note, a follow-up email, CRM updates and tasks for the service team. That paperwork is what a firm buys an AI notetaker to take, and advisors who have tried several find them much alike at capturing it. They differ on the CRM they write into, whether they keep a recording, and how much fixing each draft needs.
These are the advisor-built notetakers advisors use and talk about, plus the one built into Wealthbox. Each writes the note and sends it to your CRM; checking it against the client's file, and updating the systems it cannot reach, stays with your team.
Jump
The Advisor Notetaker With the Widest Following
In T3 and Inside Information's 2026 survey of 2,906 advisors, 22.68% use Jump, more than twice the share of the next tool, and they rate it 8.55 out of 10; Jump is one of the survey's sponsors.
It drafts the note, the follow-up email and the tasks, and syncs with your CRM, sharing records only after the advisor approves them.
- Recording is the firm's choice: transcript only, summary only, or full audio and video
- Notes, follow-up emails and tasks drafted after each meeting, synced only after the advisor approves them
- Built into Redtail, and syncs to Salesforce, Wealthbox, Advyzon, AdvisorEngine and Practifi, plus eMoney and RightCapital
- Zoom, Teams, Google Meet, Webex, phone systems, and in-person meetings through its iOS and Android apps
- One note template the firm can set for every advisor
- Sends a copy to the firm's records archive
What Reddit says
62.2 / 100
From 144 mentions in 32 threads
Jump has hands down saved me 30+ hours of my time in the last 6 months of use.
I check the recording notes, verify the tasks are correct, push two buttons, and they’re in RedTail.
It’s been having trouble tracking the correct speaker. Not only that, but it seems to be hallucinating some information.
Pros
- The most used notetaker in the T3 survey
- Recording is your firm's decision
- Nothing reaches the CRM without the advisor's approval
Cons
- Contracts and a hard exit, two firms report
- Speaker and accuracy slips reported in March 2026
- Template changes go through its support team, one advisor says
It suits a firm that wants one notetaker across Redtail, Salesforce and its planning software, and a compliance team that wants to decide for itself whether a recording exists.
Zocks
Full Notes Without a Recording on File
Several firms on Reddit chose Zocks for one reason: it writes the notes, the follow-up and an on-demand transcript while storing no audio at all.
It is second in the T3 survey, used by 10.22% of advisors and rated 8.35, and the survey found it more popular as firms get bigger.
- No recording: notes and an on-demand transcript, with no audio or video stored
- Credits each speaker, including several people talking in one room
- Updates client fields in the CRM, not just notes and tasks, and syncs both ways with Salesforce
- Sends a copy of each transcript to the firm's records archive
- Client consent tracked per contact; transcripts and summaries deleted on the schedule the firm sets
- Higher tiers add form filling, account opening and drafted email replies
What Reddit says
66.8 / 100
From 95 mentions in 26 threads
my favorite feature is it connects to the CRM and updates fields for the client in the CRM, such as income, birthday, address, etc if mentioned in the meeting.
Biggest difference that ultimately was a decider for our firm was the fact that they never take recordings of client conversations so there is no books/records.
Zocks has a hard time keeping up with any sort of complexity. Take a long time to edit. They are NEVER good to go right away.
Pros
- No recording to store or supervise
- Fills client fields in the CRM, not just notes
- Published prices for all three standard tiers
Cons
- The upper tiers run to $184 a user a month, billed annually
- Long, complex meetings need heavy editing, some advisors report
- Clients' work laptops can block it on video calls
- No recording still leaves a transcript and a summary, and either can be a record
It suits a firm whose compliance officer would rather have no audio on file, with someone given time to review the drafts of long, complicated meetings.
Wealthbox AI Notetaker
The Add-On for Firms Already on Wealthbox
Wealthbox's notetaker preps the meeting, captures it, and writes the summary and the follow-up straight to the contact record. For a firm already on Wealthbox, that means no second vendor to connect.
- Meeting prep, capture and summary written to the Wealthbox contact record
- Zoom, Microsoft Teams, phone calls and in-person meetings
- A transcript of each meeting, with moments marked during the call
- Suggested next steps that an advisor turns into tasks
- Wealthbox's AI agents, included on every Wealthbox plan
Independent discussion of Wealthbox's notetaker on Reddit is thin.
Pros
- Notes land on the contact record with nothing to connect
- One vendor, one login, one support line
- Simple add-on pricing
Cons
- Works only inside Wealthbox
- Retention and archiving not documented on its pages
- Few independent reports so far
Hazel
Notes Plus Tax and Planning Agents, From Altruist
Hazel, Altruist's AI platform and the former Thyme, treats the note as one feature among several. It builds meeting briefs and follow-ups, answers questions across a client's documents, and sells tax and financial planning agents on top.
It was the tool advisors wrote in most often in the T3 survey's notetaker category, and you can buy it without Altruist custody.
- Meeting prep, transcription, summaries, follow-up emails and tasks
- A client profile built from meetings, emails and uploaded documents, each fact linked to the meeting, email or document behind it
- Tax Planning and Financial Planning agents as paid add-ons
- Joins a meeting only when admitted, and tells participants in the chat when it starts recording
- Syncs with email, calendar, the CRM (Salesforce, Wealthbox, Redtail) and the custodian
What Reddit says
59.8 / 100
From 66 mentions in 28 threads
Altruist is relatively small amount of our aum but we just like Hazel’s output, and know more is coming. It’s also very inexpensive.
Hazel is at least built specifically for our industry and handling sensitive client data.
I really want to love Hazel, but can't trust the outputs yet
Pros
- A full platform at a low seat price
- Notes, prep and planning in one place
- Works without Altruist custody
Cons
- Advisors question the accuracy of its tax outputs
- Vanguard agreed in August 2026 to buy Altruist and says Altruist will run as a standalone business after closing
- No G2 reviews yet
Much of what advisors write about Hazel is about the tax agent rather than the notes, and most of the doubts are about trusting its numbers. The survey found it popular so far with fee-only advisors, younger advisors and smaller firms.
Mili
No Bot, No Recording, and Deep Advyzon Ties
Mili has the highest user rating in the T3 survey's notetaker category, 8.69, from a small base of 1.20% of advisors, and the survey found it strongest at the largest RIAs.
It works from a live stream with no bot (a notetaker joining the call), keeps neither a recording nor a stored transcript, and blanks out account and Social Security numbers as it goes.
- No bot in the meeting: notes streamed live, with no audio and no stored transcript
- Social Security and account numbers redacted automatically
- Syncs to Advyzon, Redtail, Wealthbox, Salesforce, Salesforce Financial Services Cloud and Practifi
- Sends a copy of notes and follow-ups to the firm's records archive
- Pulls Orion portfolio data into meeting prep
What Reddit says
78.6 / 100
From 14 mentions in 9 threads
Was using Zocks for meeting notes and it worked well enough on its own but nothing flowed back into Advyzon. Felt like I was paying for a CRM and then doing double entry anyway!
Really nice that it does not need to 'join' meetings.
I did not think Mili was worth it yet, lots of errors in my demos
Pros
- Nothing joins the call and nothing is recorded
- The closest Advyzon fit advisors describe
- The top user rating in the advisor survey
Cons
- No published price
- A small user base so far
- Errors in demos, one advisor reports
Zeplyn
Recording-Free Notes With Schwab Account Opening
Zeplyn sells itself as an operating system for a wealth firm: agents that follow the firm's own playbooks and, since August 2026, fill in Schwab's digital account opening, leaving a draft that someone at the firm checks and submits. Its notes come from video, phone, in-person meetings and dictation, with nothing recorded.
- Recording-free notes from video, phone, in-person meetings and dictation
- One-click sync of notes and tasks to Redtail, and of notes and next steps to Wealthbox
- Agents that follow a firm's own processes and approvals
- Schwab account-opening drafts prepared by its agents, with live Schwab holdings in client briefs
- Its AI providers keep none of the data, and it does not train on customer data
Independent discussion of Zeplyn on Reddit is thin.
Pros
- No recording kept
- Agents beyond the note, account-opening drafts included
- Built around a firm's own processes
Cons
- No published price
- No G2 reviews and few Reddit reports
- Sold as a whole platform, not a notetaker alone
GReminders
Scheduling, Reminders and Notes Inside Redtail
With GReminders, one tool books the review, texts the client a reminder, joins the call and files the notes. It runs inside Redtail, Wealthbox and Advyzon, and the T3 survey puts it at 2.00% of advisors, rated 8.02.
- Scheduling, client reminders and notes in one tool
- Runs inside Redtail, Wealthbox and Advyzon
- Joins Zoom, Teams and Webex calls, and records in-person meetings through its mobile app
- Pre-meeting briefs, summaries, follow-up emails and tasks
- Sends a copy to the firm's records archive, with no AI training on user data
What Reddit says
68.8 / 100
From 16 mentions in 10 threads
We use GReminders for scheduling and notetaker, mainly out of convenience/integration but I’ve been pretty pleased with it.
I appreciate being able to tweak and customize the ai notetaker myself without having to engage support staff
I really liked GReminders. Unfortunately it seems like a lot of BD's haven't approved it's use.
Pros
- One tool from booking to follow-up
- Advisors edit their own note templates
- A published starting price
Cons
- Stores recordings, with retention yours to set
- Not approved at many broker-dealers, advisors say
- Its G2 reviews cover the whole product, scheduling included
FinMate AI
The Lowest Published Price on the List
FinMate is the inexpensive option: $39 a month billed annually for unlimited meetings, a recorder on your computer with no bot in the call, and notes, tasks and events sent to Redtail, Wealthbox, Salesforce or Practifi.
Its users in the T3 survey are few, 0.38% of advisors, and rate it 5.45, down from 7.38 a year earlier.
- Records from the advisor's computer, with no bot joining the call
- iOS and Android apps for in-person meetings; phone calls through a three-way call
- Notes, tasks and events sent to Redtail, Wealthbox, Salesforce and Practifi
- Keeps transcripts and notes for six months, audio and video for one
Independent discussion of FinMate on Reddit is thin.
Pros
- The lowest published price here
- No bot in the call
- Short, fixed retention
Cons
- Few reports from users
- Six months of notes may be shorter than your records policy
Recording Splits This List More Than the Notes Do
On the notes themselves, advisors who have compared these tools describe little between them. The tools plainly differ on what each keeps after the meeting, and on which of Salesforce, Redtail and Wealthbox it writes to.
| Tool | Keeps a recording | Writes to | Price | Start with it if |
|---|---|---|---|---|
| Jump | Your choice | Inside Redtail; planning software | $100 an advisor a month paid annually | On Redtail; no recording on file with recording off |
| Zocks | Never | Both ways with Salesforce | $67 a user a month billed annually | On Salesforce; no recording on file |
| Wealthbox AI Notetaker | Not stated | Wealthbox only | $49 a user a month plus a Wealthbox plan | On Wealthbox |
| Hazel | Your choice | CRM and custodian | $60 a seat a month | Custody at Altruist |
| Mili | Never | Advyzon | Not published | On Advyzon; no recording on file |
| Zeplyn | Never | Redtail and Wealthbox | Not published | No recording on file |
| GReminders | Yes, to your settings | Inside Redtail; Salesforce on Business | From $69 a month | On Redtail |
| FinMate AI | Yes, one month | CRM notes, tasks and events | $39 a month billed annually | Lowest published price |
What Qvery Does Beside These Tools
At Qvery, we help advisory firms spend less service-team time retyping approved meeting notes, with custom AI agents that compare each note with the client's records and your rules, prepare the update for every system it touches, and hand the rest to whoever owns it.
Qvery's agents file the updates your rules allow in the CRM, custodian, and planning software you run; at first, nothing leaves the firm until a person has approved it.
Client records that drift apart across systems are a job our agents take on across finance.
Connect Your Approved Notes to the Client File
You show us how your team reviews a client note today, and we agree which records the agents may read and change. Two weeks after access is in place, a first working agent is processing your own approved meeting notes.
Frequently asked questions
Does Jump pass compliance at LPL or another broker-dealer?
Jump says LPL, Osaic and Cetera trust it, and an advisor on Reddit reported it approved on LPL's platform in early 2025. Approval is your broker-dealer's decision, so ask for its approved vendor list. Advisors report other tools, GReminders and Zocks among them, unapproved at some broker-dealers.
Are AI meeting notes part of our books and records?
They can be. Broker-dealers keep records under FINRA Rule 4511. Your compliance officer and counsel decide which notes are records.
Do AI notetakers work for in-person meetings?
Most do, through a phone app or a laptop. Jump, Zocks, GReminders, FinMate and Wealthbox's notetaker all capture in-person meetings, and Zocks and Zeplyn do it without a recording.
Do these vendors train AI on our client conversations?
Jump, Zocks, Zeplyn and GReminders state that customer data is not used to train their AI; Jump, Hazel and Zeplyn say their AI providers keep none of it. These are the vendors' own statements, so put the training and retention terms in the contract.
Is Zoom's or Microsoft's built-in AI enough for an advisory firm?
For notes alone, it can be. In the 2026 T3 survey 6.37% of advisors use Zoom Workplace's and rate it 7.66, against 8.55 for Jump. The advisor tools are built around advisor CRMs, archives and consent. Check whether your broker-dealer allows a general tool at all; one advisor reports most do not approve Zoom's.
Do more client meetings mean a higher plan?
Not on most. Jump's Meet plan and Zocks' Essentials include unlimited meetings, and FinMate's Standard unlimited hours, so a busier calendar alone is no reason to move up.
Can we download a Wealthbox meeting transcript?
Yes. Wealthbox's help page says you can download or delete a meeting's transcript, which it stores with the meeting's activity.
Can we delete transcripts separately from recordings?
On some tools. Jump lets a firm keep transcripts anywhere from deletion after the summary to years, and Hazel lets the firm set how long it keeps video, audio, transcripts, and summaries, each on its own schedule.
Can support staff get access without an advisor seat?
On Zocks' Professional, yes: it includes seats for admin assistants, which Essentials does not.
Does a tool that joins no call keep no recording?
Not necessarily. FinMate records from the advisor's computer without joining the call, while Mili streams the meeting and keeps neither audio nor a transcript; how a tool enters the meeting says nothing about what it keeps.
Are Wealthbox's included AI agents the same as its notetaker?
No. Wealthbox includes AI agents on every plan, but its AI Notetaker is a separate add-on at $49 a user a month.
Does a higher user rating mean more advisors use the tool?
No. Mili's survey rating is 8.69 from 1.20% of advisors, and Jump's 8.55 from 22.68%: one figure grades a tool, the other counts its users.
Do Hazel's planning plans need the platform bought separately?
No. The Tax Planning Agent includes the platform, and the Financial Planning Agent includes the tax agent, so the seat prices do not add up.
Can a tool fit our CRM but still need a higher plan?
Yes. GReminders connects to Redtail and Wealthbox on Essentials, but Salesforce, Microsoft Dynamics, SmartOffice, and Advyzon only on Business.
Do these tools work for phone calls?
Several do. Zeplyn takes notes from phone calls, FinMate through a three-way call, and Wealthbox's notetaker lists phone calls beside Zoom, Teams, and in-person meetings.
Will clients see a notetaker in the meeting?
Not with every tool. Mili and FinMate do not join the call, so nothing new appears on the client's screen; the firm's own disclosure rules apply either way.
