Automating wealth management with AI expertise

At Filenote.ai, we understand that delivering comprehensive advice is time-consuming and resource-intensive, often creating barriers for both advisors and clients. That's why we're harnessing the power of AI to streamline the advice delivery lifecycle for advisers.

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30 Mins

Saved per file note

30 Days

Saved per year

30 X

Return on investment

Transforming how financial advisers work

The challenge

Financial advisers were spending countless hours writing detailed file notes, with generic tools falling short of their specialized needs.

The impact

This administrative burden was limiting client face-time and growth potential for advisory practices.

Our solution

Purpose-built AI technology specifically designed for financial advisers

Automated, detailed wealth management-specific file notes

Simple implementation that gives advisers more time with clients

Today, advisers using filenote.ai report spending more time building client relationships and growing their practice.

Born from a need

Financial advisers told us they spend hours writing file notes after every client meeting. We built Filenote.ai specifically for advisers - turning hours of admin into minutes.

Beyond file notes

From client meetings to advice preparation, we're streamlining every step of your workflow with AI, to reduce cycle time for clients, improve margins and to handle more clients with ease.

Our vision

We believe financial advice should be more accessible. By automating time-consuming tasks, we help advisers like you serve more clients, grow your practice, and focus on what matters most - building meaningful client relationships.

Our promise

Save valuable time with AI-powered documentation

Focus more on building client relationships

Streamline your advice process

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

Using filnote.ai significantly improves our adviser’s efficiencies, while also helping ensure compliance. I highly recommend filenote.ai.

Peter Kirk

Quill Group

"I’ve been in business 20 years and filenote.ai is absolutely hands down the best innovation in my time."

Justin Fraser

Bayside Financial Planning

Introducing filenote.ai has allowed our advisers to spend more quality time with our clients.

Jenny Wong

Minchin Moore