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Description
Since its inception in 1999, our company has led the way in digital filing and document management solutions in Australia, originally referred to as paperless office systems or electronic filing. We pride ourselves on offering more than just software; we provide a personalized business partnership with a local expert who dedicates time to comprehensively understand your organization's workflow and documentation requirements. Your search for an optimal document management solution ends here. Your employees can wave goodbye to cumbersome file storage, paper cuts, dust from physical archives, and the complexities of managing extensive spreadsheets. No longer will you have to navigate the confusing labyrinth of Google Docs or Explorer folders. Additionally, you can leave behind the frustrations of Dropbox and OneDrive restrictions. Within just an hour of installation, your team will be effectively utilizing Info-Organiser, which is tailored to align with your workflow, features customizable screen layouts and color schemes, and allows you to save your most frequently used searches. This innovative approach ensures that you maximize efficiency and streamline your document management process.
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
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$50 per month
Free Trial
Free Version
Pricing Details
$49 AUD/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
IOS Technologies
Founded
1999
Country
Australia
Website
www.info-organiser.com.au
Vendor Details
Company Name
Sombra
Founded
2023
Country
Australia
Website
getsombra.com
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Note-Taking
Categories / Organization
Clip From Web
Document Scanning
Formatting / Markdown
Handwriting
Hyperlinking
Image Insertion
List/Checklist Creation
Printing
Search
Sharing / Collaboration
Syncing
Templates
Voice Notes