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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Heptabase allows you to visually organize and comprehend your learning, research, and projects. To fully grasp what you've absorbed, you can visualize your notes using whiteboards, sections, and mind maps. Consolidate all your highlights, annotations, PDFs, journals, and research notes in one place to uncover new insights. Tackle intricate projects with ease and adaptability through the use of robust tags and properties. Moreover, it offers full offline access with impressive speed. You can sync and access your notes across multiple desktop and mobile devices, as well as web browsers. Access all your notes and files without needing an internet connection, and enjoy the ability to search, load, and edit your notes swiftly. Heptabase is designed as a visual note-taking tool specifically aimed at enhancing your ability to learn and delve into complex subjects, fostering a profound understanding of the topics that matter to you. Its design philosophy emphasizes aiding you in "understanding the topics you care about," rather than merely focusing on "taking more notes," making it a valuable resource for learners.

Description

Sombra transforms a client meeting into a comprehensive file note ready for advisers, which then informs ongoing work, creating a dynamic client record that highlights relationships requiring focus and ensures relevant follow-up actions are contextualized. Specifically tailored for Australian financial advice firms and compliant with AFSL regulations, it enhances team capabilities rather than diminishing them. Sombra offers suggestions, organizes information, and sets priorities, allowing advisers to review, approve, and make informed decisions. In addition, a continually expanding array of specialized AI teams operates alongside, with tools like Regulatory Watch available in real time. Hosted in Australia, your information is never utilized for training AI models, ensuring data privacy. Start off with three complimentary file notes without needing to provide any payment details. This innovative approach not only streamlines client management but also fosters stronger adviser-client relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$8.99 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$49 AUD/month
Free Trial No 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Heptabase

Country

United States

Website

heptabase.com

Vendor Details

Company Name

Sombra

Founded

2023

Country

Australia

Website

getsombra.com

Product Features

Diagram

Data Import / Export No 
Drag & Drop No 
Flowchart No 
For Developers No 
Mind Map No 
Multi-User Collaboration No 
Organizational Charting No 
Templates No 

Note-Taking

Categories / Organization No 
Clip From Web No 
Document Scanning No 
Formatting / Markdown No 
Handwriting No 
Hyperlinking No 
Image Insertion No 
List/Checklist Creation No 
Printing No 
Search No 
Sharing / Collaboration No 
Syncing No 
Templates No 
Voice Notes No 

Productivity

Collaboration No 
Database Creation No 
Document Creation No 
File Sharing No 
Notes Management No 
Office Suite No 
Presentation Tools No 
Project Management No 
Task Management No 
Team Chat No 

Product Features

Note-Taking

Categories / Organization No 
Clip From Web No 
Document Scanning No 
Formatting / Markdown No 
Handwriting No 
Hyperlinking No 
Image Insertion No 
List/Checklist Creation No 
Printing No 
Search No 
Sharing / Collaboration No 
Syncing No 
Templates No 
Voice Notes No 

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