CaptureAdvisors

Turn client meetings into structured notes, action items, recap letters, follow-up checklists, and scenario-ready planning support.

CaptureAdvisors app

CaptureAdvisors is built for financial-advisory meeting documentation, with FINEAS providing workflow-specific AI assistance.

Availability

Download CaptureAdvisors from the Apple App Store or Google Play.

View official Apple App Store listing View official Google Play listing

See CaptureAdvisors in action

Current CaptureAdvisors screens show the client-meeting workflow, editable transcription, advisor assistance, FINEAS planning support, and user-managed privacy controls.

CaptureAdvisors Record Meeting screen with Start Recording and Real-time Translation controls
Start a client-meeting recording and access real-time translation from the recording workspace.
CaptureAdvisors Edit Client screen with Quick Import and client information fields
Import client information from a document or enter details in the client form.
CaptureAdvisors recording screen with audio playback and an editable completed transcription
Play the source recording and review or edit the completed transcription.
CaptureAdvisors Advisor AI screen with AI Advisor and FINEAS tabs
Open the Advisor AI workspace for market insights, planning strategies, and client questions.
CaptureAdvisors FINEAS welcome screen listing financial planning and simulation tools
Review the in-app FINEAS overview for planning, simulation, projections, recommendations, and monitoring.
CaptureAdvisors settings screen showing language, AI data sharing, privacy and terms controls
Manage language preferences, AI data-sharing consent, privacy information, and terms from Settings.

Capture client meetings

Bring meeting information into a structured advisory documentation workflow.

Create structured notes

Turn the meeting into organized notes, action items, and follow-up checklists.

Prepare recap letters

Create recap-letter drafts for review and follow-up.

Support scenario planning

Use FINEAS for scenario-ready planning support while keeping final decisions with the advisor.

Workflow

Capture

Record the client meeting and relevant notes.

Structure

Prepare notes, action items, recap letters, and follow-up checklists.

Review

Verify the output and complete the firm's required documentation process.

Common use cases

  • meeting notes
  • recap letters
  • action items
  • follow-up checklists
  • scenario planning
  • client documentation

Limitations and validation requirements

  • Financial advisory use is not financial advice. Users are responsible for reviewing, verifying, and approving outputs.

Frequently asked questions

What is CaptureAdvisors designed for?

CaptureAdvisors is designed for financial-advisory meeting documentation and follow-up workflows.

What can it create from a meeting?

Outputs include structured notes, action items, recap letters, and follow-up checklists.

What does FINEAS support?

FINEAS provides workflow-specific assistance, including scenario-ready planning support.

Where can I download CaptureAdvisors?

CaptureAdvisors is available through the Apple App Store and Google Play links on this page.

Related pages

Book a workflow review