CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Nota: Nota is an AI note-taking and voice app for Apple devices that transcribes speech in real time and uses AI to refine, summarize, and reshape your notes. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Nota when capturing voice brain dumps and ideas on the go, including from an apple watch matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Nota is an AI note-taking and voice app for Apple devices that transcribes speech in real time and uses AI to refine, summarize, and reshape your notes.
CogniCor is a generative AI assistant platform for financial advisors at RIAs, broker-dealers, and wealth management firms, designed to automate the administrative work surrounding client meetings. Rather than operating as a standalone app, CogniCor embeds directly into CRMs such as Salesforce and Redtail and is available on the Salesforce AppExchange, so its meeting prep, note-taking, and follow-up capabilities run within the advisor's existing tech stack. The platform automates pre-meeting preparation including agenda creation and form-finding, captures and organizes meeting notes, and turns those notes into tasks, case creation, and client communications afterward. It also handles related advisor workflows such as custodian alert management, NIGO form automation, eAuthorizations, and knowledge management. CogniCor connects with planning and operations tools including eMoney and Orion in addition to its CRM integrations. The company targets larger RIAs, broker-dealers, and enterprise wealth firms and counts sizable institutions among its customers. By orchestrating meeting documentation and downstream operations from inside the CRM, CogniCor aims to reduce manual administrative effort for advisory teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Nota, made by Hue Network, Inc., is a note-taking and voice-capture app built for the Apple ecosystem. It lets you record voice memos, brain dumps, meetings, and conversations and transcribes them in real time, with multilingual transcription support (the website cites 45 languages). Beyond voice, you can type in a clean editor, sketch with Apple Pencil, or scan documents, whiteboards, business cards, and receipts using OCR. Built-in AI assists let you rewrite, expand, summarize, clarify, polish, and reshape selected text, and users can choose between available models (Gemini, Claude, or OpenAI) or bring their own key. It runs across iPhone, iPad, Mac, and Apple Watch, with dictation supported directly from the watch. A free tier offers unlimited local notes, voice capture, AI, and drawing on-device with no account required; a Pro subscription adds cloud sync across devices, higher AI usage limits, more transcription time, and collaboration features. It is aimed at founders, creatives, operators, and anyone who wants flexible thought capture.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Nota is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Nota |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time multilingual voice transcription (cited at 45 languages) |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | AI assists to rewrite, expand, summarize, clarify, and reshape notes |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Multiple capture modes: voice, typing, Apple Pencil sketching, and OCR scanning |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Choice of AI models (Gemini, Claude, OpenAI) with bring-your-own-key option |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Cross-device support across iPhone, iPad, Mac, and Apple Watch |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Cloud sync and collaboration on the Pro tier |
CogniCor
Choose CogniCor if you need automating meeting prep and agendas before advisor client meetings — strengths include runs inside existing crms rather than as a separate application.
Nota
Choose Nota if you need recording and transcribing in-person meetings and conversations — strengths include free tier works fully on-device with no account required.
CogniCor
Nota
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Nota is strong for recording and transcribing in-person meetings and conversations. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Nota 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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