FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. VoicePen: Apple-native AI app that records and transcribes meetings, lectures, and voice memos, then turns them into summaries and rewritten notes. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and VoicePen when transcribing lectures and turning them into study notes matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Apple-native AI app that records and transcribes meetings, lectures, and voice memos, then turns them into summaries and rewritten notes.
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
VoicePen is a voice-first AI note taker built natively for the Apple ecosystem, running across iPhone, iPad, Apple Watch, and Mac. The app records and transcribes spoken audio into text, handling everything from short memos to long lectures, meetings, podcasts, and imported recordings. Once a recording is transcribed, VoicePen uses AI to generate easy-to-read summaries, structured notes, and study materials, and it offers a large set of rewrite options to reformat transcripts into bullet points, professional formats, or more casual styles. It can pull in audio and video from sources such as files, Voice Memos, Zoom recordings, podcasts, and YouTube, and it separates and labels different speakers within a transcript. A chat feature lets users ask questions about the transcribed content to surface key takeaways and action steps. VoicePen supports many languages, includes offline recording, and syncs data through iCloud, positioning itself as a personal second-brain capture tool for individuals who think and work by talking rather than typing. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); VoicePen is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | VoicePen |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records and transcribes meetings, lectures, memos, and imported audio/video |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI-generated summaries plus 25+ rewrite and reformatting options |
| Team usage | Recording and transcription of phone calls and in-person meetings | Speaker separation and labeling within transcripts |
| Integrations | Mobile app for capturing in-person meetings | Chat-with-your-notes Q&A to extract takeaways and action steps |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Imports from Voice Memos, Zoom recordings, podcasts, YouTube, and files |
| Best-fit workflow | Client mood and sentiment insights | Multilingual transcription with offline recording and iCloud 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.
VoicePen
Choose VoicePen if you need capturing and summarizing in-person meetings and 1:1 conversations — strengths include native across iphone, ipad, apple watch, and mac with icloud sync.
FinMate AI
VoicePen
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while VoicePen is strong for capturing and summarizing in-person meetings and 1:1 conversations. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and VoicePen 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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