Capture every conversation with unmatched accuracy
WealthAmp records and structures your client meetings with precise speaker attribution and configurable templates that match how your firm works, whether in person, on video, or over the phone.
What note-taking does for you
- ✓ Accurate transcription with speaker attribution
- ✓ Configurable note templates per meeting type
- ✓ Automatic extraction of goals, life events, and referral openings
Explore the rest of WealthAmp
Meeting Preparation
Get organized key details, agendas, action items, and client email drafts before meetings.
Form Fill
Automatically fill forms using client data collected and enriched from multiple sources.
Document Intelligence
Extract and sync client and financial details from documents to your CRM and planning tools.
Send personalized emails, recaps, and intro requests with AI-generated, data-backed drafts.
Client Queries
Surface referral openings, held-away assets, and major life events instantly.
Client Profile Management
Keep one unified, always-current client record synced across your whole wealth stack.
See Note-Taking in action
Walk through the WealthAmp platform with our team and see how it fits the way your firm grows.