The AI platform for Australian advice practices

Automate your File notes

Turn client meetings and data into file notes, advice documents and CRM updates, automatically.

Try it for free

Schedule demo

Trusted by leading financial advisers & licensees

How Filenote AI works

Your output in 3 easy steps

Start from a recorded meeting OR on demand.

From a recorded meeting

Generate on demand

Record your client meeting (Teams, Zoom, or mobile app) and Filenote AI turns it into notes and documents.

Record your meeting

Online, in person, or on the mobile app.

Filenote AI works its magic

End the call and outputs generate automatically.

Get your output delivered

To your inbox, SharePoint, OneDrive or CRM.

Recording a client meeting in Filenote AI

Filenote AI generating outputs after the meeting

Outputs delivered to inbox, SharePoint, OneDrive or CRM

Create documents in Magic Studio any time from client data you already hold, no meeting needed.

Select your client

Pick any client from your connected CRM.

Attach reference info & generate

Add notes, recordings or SOAs, then generate.

Review & edit in platform

Review, edit and finalise on the platform.

Attaching reference information and generating

Reviewing and editing the output in platform

NEWThe power of Filenote AI

Everything you know about a client, working for you

Your meetings, records, platforms and CRM, turned into client-ready work.

Calendar, recorded calls, investment platforms and CRMs flow into Filenote AI, which produces file notes, ROAs, emails, documents and CRM updates

Calendar, recorded calls, client documents, investment platforms and CRMs flow into Filenote AI, which helps you walk in prepared, leave with the paperwork done and keep your CRM up to date

Features

Incredible features, built for advisers

Every part of the advice process, now automated.

Meeting outputs

Documents

Visuals

Data feeds

File Notes

Specialised templates for Reviews, Discoveries, SOAs and Strategy sessions.

Client Summary Email

Key discussion points and action items, ready to send with one click.

Full Meeting Transcript

Every detail of your recorded meeting, captured word for word.

Letter of Engagement

Client-ready and pre-filled from your discovery meeting.

Pre-Meeting Agenda

PRO

A client brief on demand, from uploaded documents and past meeting recordings.

Record of Advice

PRO

A Word-based ROA generated from your client advice.

Fact Find Datasheet

PRO

A summary of assets, income and expenses, pre-filled from the recorded meeting and client files.

Paraplanner Request

PRO

Pre-populated request forms that streamline your SOA process.

Strategy Paper with Peer Review

PRO

AI critique of your client strategies against an industry strategy bank.

Strategy Paper with Peer Review in Filenote AI

Client Mind Maps

A clear one-page summary for your client, mapped from the discovery meeting.

Advice Flowcharts

PRO

SOAs turned into visual, editable, client-ready flowcharts.

Fact Find Sync

NEWPRO

Fact Find changes from meetings and files, reviewed and synced to CRM.

Client Reports

NEWPRO

Easily retrieve client platform reports and portfolio info.

Save Client Documents to CRM

NEW

New client details and documents pushed back to your CRM.

Save Client Documents to CRM in Filenote AI

NEWMeet your new advantage

Platform Connect

Pull reports and client data from your investment platforms and CRMs into Filenote AI, for one client or a whole batch.

Platform Reports

Pull platform reports for one client or a whole batch.

Fact Find Sync

Keep the CRM Fact Find current from client documents and recorded meetings.

Every platform report.One request.

Filenote AI connects to your clients’ investment platforms and your CRM, and pulls the reports you need for one client or many.

✓

Run any report: reviews, valuations, quick reports and more.

✓

Batch across clients in a single request.

✓

Save custom report packs and rerun the same set every month.

Platform Reports batch request across clients and platforms

Your Fact Find,always current.

Pull the Fact Find from CRM, add your latest client documents, and Filenote AI flags what’s changed and syncs it back to CRM and the client’s profile.

✓

Pull CRM Fact Find info, then add client documents in Magic Studio.

✓

AI reviews your documents and highlights new or changed fields.

✓

Review, then sync to CRM. The client profile in Filenote AI updates too.

Fact Find Sync showing changed fields ready to sync to CRM

Why advisers love Filenote AI

Reduce your cost of delivering financial advice with Filenote AI

"Filenote AI drastically cuts down review time for file notes and helps verify crucial meeting points, proving to be an invaluable addition."

Adam Davenport

FMD Financial

"Filenote AI has been an absolute game-changer - I've reclaimed a whopping 15 hours per week per advisor. I whole-heartedly endorse Filenote AI - you won't regret it."

Roy Friend

Cambio Group

"Filenote AI has been the single highest impact to our productivity to-date. It was quick and easy to implement and saves us between 40 and 50 minutes per file note."

Adam Roberts

Wybenga Financial

"Working with Filenote AI has transformed our business, saving us countless hours and boosting efficiency in ways we hadn’t imagined possible."

Troy MacMillan

The Wealth Designers

"Filenote AI has dramatically reduced file note time from 30 minutes to 5 minutes, saving our advisory team an average of 15 hours per week."

Cameron Howlett

Independent Wealth Partners

"Filenote AI is one of the best investments we've ever made - improving productivity, completeness and compliance. The functionality of Filenote AI is nothing short of amazing."

John Hall

Financial Planning Services

"I honestly don’t know how I managed before discovering Filenote AI! Writing file notes used to be a chore - but now, everything is captured clearly and effortlessly, and my notes are ready to go the moment the meeting ends. It’s like having a superpowered assistant by my side."

Pamela Nichols

Prestige Wealth Partners

“Filenote AI has revolutionized our operations and with a system is incredibly intuitive and efficient. The ease of use of the system was a major selling point for us, as we didn’t want to log in to yet another system.”