FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. 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. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings 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 meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
TORTUS is an ambient AI clinical assistant that listens to patient consultations and automatically transcribes them into structured clinical notes, letters, and coding suggestions.
FinScribe is an AI meeting assistant focused on wealth and financial advisory client meetings. It joins virtual meetings on platforms such as Zoom, Microsoft Teams, Google Meet, and Webex as a note-taking participant, and supports in-person meetings through its mobile and web apps, then turns client conversations, financial consultations, and strategy sessions into structured, professionally formatted documentation. Beyond notes, FinScribe generates pre-meeting prep pages with agendas and background information, drafts follow-up emails summarizing decisions and action items, and pushes information into the user's CRM. It integrates with financial-services CRMs and tools including Salesforce, Redtail, Wealthbox, HubSpot, Practifi, Salentica, and others, along with Slack, Aircall, Google Calendar, and Zapier. The product emphasizes a recording-free approach in which meeting audio is discarded after notes are processed, SOC 2 Type II certification, MFA and SSO support, redaction of sensitive identifiers, and a commitment not to train its models on client data. FinScribe serves solo advisors, RIAs, asset management firms, private bankers, accountants, and family offices, and is a Y Combinator-backed company. 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
FinScribe 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 | FinScribe | TORTUS |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Ambient voice capture of face-to-face and telephone consultations |
| Standout feature | Compliance-oriented, structured meeting documentation | Real-time transcription with speaker diarization and local encryption |
| Team usage | Pre-meeting prep pages with agendas and background | Auto-generated clinical notes, referral letters, and patient summaries |
| Integrations | Automated follow-up emails with summaries and action items | Suggested clinical coding including SNOMED |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | EHR integrations (Epic, EMIS, TPP SystmOne, Oracle Health, Access Rio, Medicus) with clinician-approved write-back |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Hallucination detection to validate notes against the source context |
FinScribe
Choose FinScribe if you need documenting financial advisor client review and planning meetings — strengths include purpose-built for financial and wealth advisory client meetings.
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).
FinScribe
TORTUS
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while TORTUS is strong for generating clinical documentation from gp and outpatient consultations. Both transcribe and summarize meetings.
FinScribe 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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