Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Your notes remain synchronized across all devices seamlessly and in real-time, eliminating the need for a sync button as it operates effortlessly. You can easily add tags to your notes for quick retrieval through instant search functionality. Whether you want to share a to-do list, distribute instructions, or make your notes publicly accessible, the options are at your fingertips. Every alteration is automatically backed up, allowing you to revisit what you recorded last week or even last month. You can write, preview, and publish your notes using markdown format for an enhanced experience. All features, including apps, backups, syncing, and sharing, are offered entirely free of charge. Additionally, you have the option to browse notes for import or simply drag and drop files into the designated import window, with the app handling everything else for you. If you wish to maintain the markdown formatting of imported notes, you can select the "enable markdown on all notes" option, ensuring they are automatically set up as markdown notes within the simplenote application. This streamlined process makes it incredibly convenient for users to manage their notes efficiently.
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
Fixkey
No
Pricing Details
No price information available.
Free Trial
No
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
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
Simplenote
Website
simplenote.com
Vendor Details
Company Name
Sombra
Founded
2023
Country
Australia
Website
getsombra.com
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
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