FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Notewise: Handwriting and PDF note-taking app for Apple devices with AI audio transcription for lectures and meetings. 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 FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Notewise when annotating course pdfs and slides with synced audio matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Handwriting and PDF note-taking app for Apple devices with AI audio transcription for lectures and meetings.
FinMate AI is an AI meeting notetaker designed specifically for financial advisors, marketed as built by advisors for advisors. It captures detailed client meeting notes and organizes them according to advisor-specific meeting types such as discovery and review meetings, then pushes notes and tasks into the advisor's CRM and can help transfer data into financial planning software. FinMate works across virtual meeting platforms including Zoom, Microsoft Teams, Google Meet, and Webex, and it also supports recording and transcribing phone calls and in-person meetings, with a mobile app available on the Apple App Store for capturing in-person conversations. The company highlights compliance and security with SOC 2 Type 2 certification, US-based data storage, AES-256 encryption, customizable data retention, and a commitment not to train its AI on user data. Beyond raw notes, FinMate offers client-mood and sentiment insights and can help pre-fill forms. It integrates with advisor CRMs including Redtail, Salesforce, and Wealthbox. The product is positioned to give advisors back several hours per week by automating documentation and post-meeting workflows. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Notewise is a note-taking app for iPhone, iPad, Mac, and Vision Pro that combines handwritten notes and PDF annotation with AI features for students and other learners. It offers low-latency handwriting with palm rejection, multiple pen and highlighter styles, shape and table tools, and image insertion, alongside PDF markup and annotation. Its AI capabilities include audio transcription that turns lectures, meetings, and memos into text, with the transcription synced to the moment in your handwritten notes so you can tap a note and hear what was being said. Notewise also provides handwriting OCR across more than 20 languages, letting users search across handwriting, typed notes, audio transcripts, and PDFs in one place. Additional AI tools include a chat interface to query your notes, context-aware question answering on highlighted content, and auto-generated audio summaries of notes. Real-time collaboration in shared notebooks and cloud sync across devices round out the feature set. Notewise is well suited to students who take handwritten lecture notes on an iPad and want recorded audio transcribed and tied back to what they wrote, with export to PDF and other formats. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Notewise is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Notewise |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI audio transcription of lectures and meetings synced to handwritten notes |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Low-latency handwriting with palm rejection plus PDF annotation |
| Team usage | Recording and transcription of phone calls and in-person meetings | Handwriting OCR across more than 20 languages with unified search |
| Integrations | Mobile app for capturing in-person meetings | AI chat to query notes and context-aware Q&A on highlighted content |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Auto-generated audio summaries of notes |
| Best-fit workflow | Client mood and sentiment insights | Real-time collaboration in shared notebooks and cross-device cloud sync |
FinMate AI
Choose FinMate AI if you need documenting discovery and annual review meetings for advisory records — strengths include designed around financial advisor meeting types and terminology.
Notewise
Choose Notewise if you need handwriting lecture notes on an ipad while recording and transcribing class audio — strengths include ties lecture audio transcription directly to the moment in handwritten notes.
FinMate AI
Notewise
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Notewise is strong for handwriting lecture notes on an ipad while recording and transcribing class audio. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Notewise 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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