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
Organize your notes, bookmarks, to-do lists, and ideas effortlessly with the help of #hashtags and our intuitive system. By tagging items such as "buy," you can conveniently create to-do lists, while tagging "video" provides instant access to a player for immediate viewing. You can read, edit, and even share articles publicly if desired, and we'll keep them organized alongside images of products and their latest prices. Thinkery acts as an extension of your mind, allowing you to determine how you want to utilize it. Simply throw in your thoughts, tasks, URLs, and let Thinkery handle the organization for you. With our powerful search feature, you can quickly locate notes as you type. You have the flexibility to differentiate tags, convert items into to-dos, or highlight important entries with colors. Rest assured, your notes, bookmarks, and other content remain private unless you choose to make them public. Access all your information securely through SSL, allowing you to concentrate on your writing, which you can then format using our advanced editor. Ultimately, Thinkery empowers you to streamline your thoughts and tasks, enhancing your productivity in a personalized manner.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Amazon Web Services (AWS)
No
Evernote
No
Facebook
No
Google Chrome
No
Mozilla Firefox
No
OAuth
No
SoundCloud
No
X (Twitter)
No
YouTube
No
Integrations
Amazon Web Services (AWS)
Yes
Evernote
Yes
Facebook
Yes
Google Chrome
Yes
Mozilla Firefox
Yes
OAuth
Yes
SoundCloud
Yes
X (Twitter)
Yes
YouTube
Yes
Pricing Details
$49 AUD/month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
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
No
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
Thinkery
Founded
2010
Website
thinkery.me/
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