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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."
"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."
"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."
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"Working with Filenote AI has transformed our business, saving us countless hours and boosting efficiency in ways we hadn’t imagined possible."
"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."
"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."
"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."
“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.”
Questions advisers ask us
Can’t find what you need? Our team is happy to help.
Filenote AI is the AI platform for Australian advice practices. It turns client meetings and data into file notes, advice documents and CRM updates automatically, so your paperwork is done when the meeting ends.
A Microsoft 365 business account, plus Teams, Zoom or the Filenote AI mobile app.
Start a free 21 day trial and you can be set up in about 5 minutes. No training needed, and our team can join a call if you want help.
Standard is $139 and Pro is $249 per user per month, or $132 and $237 per month billed yearly (AUD, excl. GST). Every plan includes unlimited meeting hours and free seats for support staff.
Add users, change plan or cancel any time in Settings › Users & Billing. See Pricing for full plan details.
Online or in person. Record in Microsoft Teams, Zoom or the Filenote AI mobile app, record phone calls on iPhone or Android, or upload an audio file.
Outputs are generated automatically when the recording ends, and you can create documents any time in Magic Studio.
Filenote AI is built for Australian financial advice, so it understands the terminology and structure compliance expects, and it identifies each speaker.
Every note is a draft: you review, edit and approve it before it goes on the client file.
Filenote AI comes with a set of default templates, including file notes, letters of engagement, paraplanner requests, strategy papers with peer review, ROAs, fact finds, pre-meeting agendas and more. You can tailor any of these to suit your needs, or use your own templates.
Yes. Filenote AI is SOC 2 Type II certified. Client data is stored and processed in Australia and encrypted in transit and at rest, with Microsoft sign-in, multi-factor authentication and role-based access.
See our Security page for full details.
Filenote AI’s copy of a recording is deleted as soon as your outputs are created. The original stays where it was made, in Teams, Zoom or on your phone, and transcripts and outputs are saved to your own OneDrive or SharePoint.
No. We never sell your data or use it to train AI models. Your data belongs to you and your clients.
Filenote AI works with and partners with many of Australia's leading licensees. Our templates are built around the compliance requirements advisers work to, and we're happy to share security and compliance documentation with your licensee. You can also find it in our Trust Portal.
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Australian advisers
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