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Description
Consolidate your tasks, notes, and calendar seamlessly in a single platform. Leverage the versatility of Markdown to swiftly generate tasks, incorporate options for recurring to-dos, easily reschedule tasks, and utilize tags and mentions. Enhance your efficiency with natural language inputs and the autocompletion feature for tags, mentions, and links. Whether it's meeting notes, reference documents, or spontaneous thoughts, keep all your information organized in NotePlan. You can arrange your notes in any manner you prefer, whether through simple folders, a digital Bullet Journal, or an interconnected Zettelkasten system. Everything is stored locally and accessible across all your devices. Maintaining a daily note empowers you to manage your agenda, both for today and tomorrow. Outline your tasks, document and interlink your notes, and even allocate time blocks directly in your calendar. You can view your calendar at a glance, plan for the future, or reflect on the past. All content in NotePlan is saved as plaintext Markdown files, which can be easily accessed with any text editor, ensuring you retain full control and are never confined to a singular system. This flexibility guarantees that your work remains adaptable and manageable, no matter the circumstances.
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
No images available
Integrations
Merlin Project
No
iCloud
No
Pricing Details
$6.99 per month
Free Trial
Yes
Free Version
No
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
No
Windows
No
Mac
Yes
Linux
No
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
No
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
NotePlan
Website
noteplan.co
Vendor Details
Company Name
Sombra
Founded
2023
Country
Australia
Website
getsombra.com
Product Features
Calendar
Calendar Sync
No
Collaboration Tools
No
Multi-Device Support
No
Reminders
No
Room Booking
No
Scheduling
No
Task Manaagement
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
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