CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Supanote: Supanote is an AI scribe that transcribes therapy sessions and automatically generates structured, compliant clinical progress notes for mental health professionals. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Supanote when reducing manual documentation time for solo and small mental health practices matters most. Run both through a week of actual calls to see which suits your workflow.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Supanote is an AI scribe that transcribes therapy sessions and automatically generates structured, compliant clinical progress notes for mental health professionals.
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
Supanote is an AI-powered clinical documentation assistant built for mental health professionals such as therapists, psychologists, social workers, counselors, and coaches. It captures session content by recording live sessions, accepting uploaded audio files, or taking voice dictation, then auto-transcribes the audio with automatic language detection across many languages. From the transcript, it generates structured progress notes in standard clinical formats including SOAP, DAP, GIRP, BIRP, and SIRP, along with intake and custom note types. Supanote is designed for both in-person and telehealth sessions, and notes can be copied or downloaded into leading electronic health record (EHR) systems; the site lists integrations or compatibility with platforms such as SimplePractice, TherapyNotes, Valant, Tebra, DrChrono, ICANotes, and Carepatron. The company emphasizes data security and healthcare compliance, stating end-to-end encryption, secure storage, and HIPAA, PHIPA, PIPEDA, and GDPR alignment, with recordings deleted after transcription. It is aimed at individual clinicians and small mental health practices seeking to reduce documentation time.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Supanote is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Supanote |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Records, uploads, or dictates session audio for note creation |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Automatic transcription with multi-language detection |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Generates structured clinical notes (SOAP, DAP, GIRP, BIRP, SIRP, intake, custom) |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Compatibility with leading EHR systems via copy or download |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Support for both in-person and telehealth sessions |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Security and compliance posture stated as HIPAA, PHIPA, PIPEDA, and GDPR |
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.
Supanote
Choose Supanote if you need therapists generating compliant progress notes from recorded sessions — strengths include purpose-built for mental health clinical documentation rather than generic notes.
CogniCor
Supanote
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Supanote is strong for therapists generating compliant progress notes from recorded sessions. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Supanote is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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