Financial advice lives and dies by the record. Regulators expect a clear trail of what was discussed, what was advised and why — but capturing that by hand is slow and error-prone.
Meetwise documents every advisory meeting and client review, drafts a suitability-ready summary and files it to the client record. Advisers stay present in the conversation while compliance gets the evidence it needs.
100%
of reviews evidenced
What matters in finance & advisory
Suitability notes
Structured summaries that capture advice, rationale and disclosures.
Audit-ready
Time-stamped records, with audit logging and retention controls on our pre-launch roadmap; EU data hosting today.
Client record sync
Notes filed to the right client in your CRM automatically.
See Meetwise for Finance & Advisory in action
Book a 20-minute walkthrough tailored to your finance & advisory team — or request a pilot.
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