Used by 1,000+ financial advisers

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.

about-us
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
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
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
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
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
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
Justin Fraser
Bayside Financial Planning

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

Jenny Wong
Jenny Wong
Minchin Moore

"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
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
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
Pamela Nichols
Prestige Wealth Partners

“Filenote.AI has revolutionised our operations with a system that is incredibly intuitive and efficient. Since implementing FileNote.AI, we have reduced the time spent on file notes by 50%.”

Robert Tawil
Robert Tawil
Vantage Wealth Management

“Filenote.AI has revolutionised our operations with a system that is incredibly intuitive and efficient. Since implementing FileNote.AI, we have reduced the time spent on file notes by 50%.”

Robert Tawil
Robert Tawil
Vantage Wealth Management

"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
Pamela Nichols
Prestige 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
John Hall
Financial Planning Services

"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
Cameron Howlett
Independent Wealth Partners

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

Jenny Wong
Jenny Wong
Minchin Moore

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

Justin Fraser
Justin Fraser
Bayside Financial Planning

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

Peter Kirk
Peter Kirk
Quill Group

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

Troy MacMillan
Troy MacMillan
The Wealth Designers

"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
Adam Roberts
Wybenga 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
Roy Friend
Cambio Group

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

Adam Davenport
Adam Davenport
FMD Financial

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