CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Sotto: Sotto is a native macOS voice-to-text dictation app that turns speech into text system-wide using local AI transcription models. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Sotto when privacy-first transcription of imported audio recordings on-device 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.
Sotto is a native macOS voice-to-text dictation app that turns speech into text system-wide using local AI transcription models.
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
Sotto is a native Swift dictation app for macOS 13 and later that converts speech to text in real time. It works as a system-wide push-to-talk layer: the user holds a hotkey, speaks, and Sotto inserts clean text into whatever app is in focus, from Slack and Notion to Xcode and email fields. Audio is transcribed by local engines, including OpenAI Whisper models (Tiny through Large V3 Turbo and Distil Large V3) and NVIDIA Parakeet v2/v3, so by default recordings never leave the Mac; users can optionally connect cloud providers such as OpenAI or Groq with their own API keys for added accuracy. Beyond live dictation, it can import and re-transcribe audio files, supports 90+ languages, keeps a searchable history of recordings with timestamps, and offers a custom vocabulary dictionary. One-click AI processing can rewrite, summarize, translate, or reformat dictated text. It is aimed at developers, writers, and privacy-conscious professionals who want fast, local voice input rather than a cloud meeting-bot service.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Sotto is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Sotto |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | System-wide push-to-talk dictation that inserts text into any app |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Local on-device transcription via Whisper and NVIDIA Parakeet models |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Audio file import and re-transcription with searchable, timestamped history |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Support for 90+ languages with per-language hotkeys |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | One-click AI processing to summarize, translate, or rewrite dictated text |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Optional cloud transcription via user-supplied OpenAI or Groq API keys |
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.
Sotto
Choose Sotto if you need hands-free dictation of emails, messages, and documents across mac apps — strengths include local processing keeps audio on-device for strong privacy.
CogniCor
Sotto
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Sotto is strong for hands-free dictation of emails, messages, and documents across mac apps. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Sotto is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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