Aurelius: Research repository and insights platform for tagging interview data, surfacing themes, and keeping qualitative insights discoverable over time. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Aurelius when organizing and tagging interview transcripts and notes matters most, and FinScribe when generating pre-meeting prep pages for advisory sessions matters most. Run both through a week of actual calls to see which suits your workflow.
Research repository and insights platform for tagging interview data, surfacing themes, and keeping qualitative insights discoverable over time.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Aurelius is a research repository and insights platform designed for UX researchers, designers, and product teams to manage qualitative research data end to end. It sits between a note-taking tool and a full research repository: teams bring in raw data such as interview notes and transcripts, organize and tag it, and the tool surfaces patterns and helps create reusable insights over time. Core capabilities include centralized storage for research data, note organization, data tagging, theme and pattern identification, and report generation, so findings can be referenced long after a study concludes. Aurelius is built with larger research organizations in mind, supporting consistent taxonomy across projects and keeping insights discoverable as repositories grow, while also enabling multi-team collaboration and research history and archival features. Researchers describe it as a low-effort way to tag and create insights they can reference in later product discussions. The platform positions itself as an alternative to fragmented approaches that rely on spreadsheets, Confluence, or Airtable for storing research. By centralizing qualitative data and making it searchable and well-organized, Aurelius aims to ensure that interview insights remain accessible and actionable across an organization. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is an AI meeting assistant focused on wealth and financial advisory client meetings. It joins virtual meetings on platforms such as Zoom, Microsoft Teams, Google Meet, and Webex as a note-taking participant, and supports in-person meetings through its mobile and web apps, then turns client conversations, financial consultations, and strategy sessions into structured, professionally formatted documentation. Beyond notes, FinScribe generates pre-meeting prep pages with agendas and background information, drafts follow-up emails summarizing decisions and action items, and pushes information into the user's CRM. It integrates with financial-services CRMs and tools including Salesforce, Redtail, Wealthbox, HubSpot, Practifi, Salentica, and others, along with Slack, Aircall, Google Calendar, and Zapier. The product emphasizes a recording-free approach in which meeting audio is discarded after notes are processed, SOC 2 Type II certification, MFA and SSO support, redaction of sensitive identifiers, and a commitment not to train its models on client data. FinScribe serves solo advisors, RIAs, asset management firms, private bankers, accountants, and family offices, and is a Y Combinator-backed company. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Aurelius is a free tier with paid upgrades (freemium); FinScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Aurelius | FinScribe |
|---|---|---|
| Core capability | Centralized repository for interview notes and transcripts | AI notetaker that joins virtual meetings and supports in-person capture |
| Standout feature | Data tagging and note organization | Compliance-oriented, structured meeting documentation |
| Team usage | Theme and pattern identification across research | Pre-meeting prep pages with agendas and background |
| Integrations | Insight creation and report generation | Automated follow-up emails with summaries and action items |
| Languages & capture | Consistent taxonomy across projects for large repositories | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more |
| Best-fit workflow | Multi-team collaboration with research history and archival | Recording-free processing with redaction of sensitive identifiers |
Aurelius
Choose Aurelius if you need organizing and tagging interview transcripts and notes — strengths include keeps interview insights discoverable and reusable over time.
FinScribe
Choose FinScribe if you need documenting financial advisor client review and planning meetings — strengths include purpose-built for financial and wealth advisory client meetings.
Aurelius
FinScribe
It depends on your workflow. Aurelius is strong for organizing and tagging interview transcripts and notes, while FinScribe is strong for documenting financial advisor client review and planning meetings. Both transcribe and summarize meetings.
Aurelius is a free tier with paid upgrades and FinScribe is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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