Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
TaskNote is a personal note-taking application that features a kanban board and reminder system, designed specifically for individual use rather than collaborative teams. It offers extensive formatting options for notes, including headings, checklists, tables, columns, images, and highlights, and stores them in Markdown format for easy access across different platforms. Users can convert any note into a task or link it to a kanban card, while reminders trigger desktop notifications at user-defined times. Additional features include full-text search, a command palette for quick navigation, version history, a trash function for deleted items, a split view capability allowing up to six notes side by side, and a variety of built-in templates such as shopping lists and daily planners. Users can import notes from services like Evernote, Google Keep, Notion, and Simplenote, and a Chrome extension facilitates the clipping of web pages directly into notes. The Windows application stores all data locally, operates without requiring an account, and provides full offline functionality. In contrast, the web version ensures data synchronization with end-to-end encryption, keeping the encryption key on the user's device while the server retains only encrypted information. The app offers a free plan without any time constraints, and users can opt for a one-time lifetime license for the Windows version instead of committing to a subscription. This approach allows individuals to have a robust and flexible note-taking experience tailored to their personal needs.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$49 AUD/month
Free Trial
No
Free Version
Yes
Pricing Details
Free, $49 one-time for Lifetim
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Sombra
Founded
2023
Country
Australia
Website
getsombra.com
Vendor Details
Company Name
TaskNote
Founded
2025
Country
Vietnam
Website
www.task-note.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
Kanban
Collaboration Tools
No
Dependency Tracking
No
KPI Monitoring
No
Milestone Tracking
No
Multi-Board
No
Prioritization
No
Project Planning
No
Roadmapping
No
Supports Scrum
No
Task Management
No
Time Tracking
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