CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. TORTUS: TORTUS is an ambient AI clinical assistant that listens to patient consultations and automatically transcribes them into structured clinical notes, letters, and coding suggestions. 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 TORTUS when transcribing and documenting telephone triage and clinical hub calls 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.
TORTUS is an ambient AI clinical assistant that listens to patient consultations and automatically transcribes them into structured clinical notes, letters, and coding suggestions.
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
TORTUS is a regulated, healthcare-specific ambient voice AI built with the NHS. It acts as an AI scribe that listens to clinician-patient consultations, transcribes the conversation using speaker-diarized speech-to-text, and uses large language models to draft structured clinical notes, referral letters, patient summaries, and suggested clinical coding (including SNOMED) within seconds for clinician review. Audio is captured with on-device, locally encrypted processing, and the company states no patient audio is retained at rest. The platform supports both face-to-face and telephone consultations, with telephony integrations such as X-on Surgery Connect and Avaya. It integrates with major electronic health record systems including Epic, EMIS Health, TPP SystmOne, Oracle Health, Access Rio, and Medicus to enable clinician-approved write-back. It is registered as a UK Class I medical device and holds ISO 13485, ISO 27001, and Cyber Essentials Plus certifications. TORTUS is aimed at clinicians and healthcare organizations such as NHS Trusts, hospitals, ambulance services, outpatient clinics, and GP practices. The company reports use across more than 2.5 million consultations.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); TORTUS is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | TORTUS |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Ambient voice capture of face-to-face and telephone consultations |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time transcription with speaker diarization and local encryption |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Auto-generated clinical notes, referral letters, and patient summaries |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Suggested clinical coding including SNOMED |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | EHR integrations (Epic, EMIS, TPP SystmOne, Oracle Health, Access Rio, Medicus) with clinician-approved write-back |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Hallucination detection to validate notes against the source context |
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.
TORTUS
Choose TORTUS if you need generating clinical documentation from gp and outpatient consultations — strengths include purpose-built and regulated for clinical use (uk class i medical device, iso 13485 / iso 27001 certified).
CogniCor
TORTUS
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while TORTUS is strong for generating clinical documentation from gp and outpatient consultations. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and TORTUS is custom pricing. 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.
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