FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. 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. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and TORTUS when transcribing and documenting telephone triage and clinical hub calls matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
TORTUS is an ambient AI clinical assistant that listens to patient consultations and automatically transcribes them into structured clinical notes, letters, and coding suggestions.
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
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
FinMate AI 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 | FinMate AI | TORTUS |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Ambient voice capture of face-to-face and telephone consultations |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time transcription with speaker diarization and local encryption |
| Team usage | Recording and transcription of phone calls and in-person meetings | Auto-generated clinical notes, referral letters, and patient summaries |
| Integrations | Mobile app for capturing in-person meetings | Suggested clinical coding including SNOMED |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | EHR integrations (Epic, EMIS, TPP SystmOne, Oracle Health, Access Rio, Medicus) with clinician-approved write-back |
| Best-fit workflow | Client mood and sentiment insights | Hallucination detection to validate notes against the source context |
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.
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).
FinMate AI
TORTUS
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while TORTUS is strong for generating clinical documentation from gp and outpatient consultations. Both transcribe and summarize meetings.
FinMate AI 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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