Aurelius: Research repository and insights platform for tagging interview data, surfacing themes, and keeping qualitative insights discoverable over time. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Aurelius when organizing and tagging interview transcripts and notes matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Research repository and insights platform for tagging interview data, surfacing themes, and keeping qualitative insights discoverable over time.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
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
Zeplyn is an AI workflow platform built for financial advisors and wealth managers, with its meeting assistant as the flagship product. It is designed to handle the full client meeting lifecycle, including preparation, note-taking, follow-ups, task management, and updating systems of record. Zeplyn transforms unstructured client conversations into accurate, structured notes that capture financial details, goals, and action items, and it works across virtual meetings, in-person meetings, and dictations. The company positions it as a recording-free approach that extracts structured information rather than retaining full audio of the conversation. After meetings, Zeplyn can automatically generate tasks, updates, and personalized follow-up emails or recaps, and it syncs notes and tasks to CRMs such as Salesforce, Redtail, HubSpot, and Wealthbox with one-click automation. It also connects with calendar and conferencing tools like Gmail, Outlook, Zoom, Teams, and Google Calendar. Built by former Google engineers and backed by seed funding, Zeplyn targets advisors who want to spend less time on documentation and ensure that client data discussed in meetings is consistently logged. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Aurelius is a free tier with paid upgrades (freemium); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Aurelius | Zeplyn |
|---|---|---|
| Core capability | Centralized repository for interview notes and transcripts | Recording-free structured note capture from client meetings |
| Standout feature | Data tagging and note organization | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Theme and pattern identification across research | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Insight creation and report generation | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Consistent taxonomy across projects for large repositories | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Multi-team collaboration with research history and archival | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Aurelius
Choose Aurelius if you need organizing and tagging interview transcripts and notes — strengths include keeps interview insights discoverable and reusable over time.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Aurelius
Zeplyn
It depends on your workflow. Aurelius is strong for organizing and tagging interview transcripts and notes, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Aurelius is a free tier with paid upgrades and Zeplyn is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving Aurelius and Zeplyn.
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