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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Joplin is a versatile, open-source application designed for note-taking and task management, capable of accommodating a substantial volume of notes that are systematically arranged within notebooks. Users can search for, copy, tag, and edit these notes directly through the app or using their preferred text editor, with all notes formatted in Markdown. Additionally, it supports the import of Evernote notes through .enex files, allowing for the preservation of formatted content (which gets converted to Markdown), along with resources like images and attachments, as well as comprehensive metadata such as geolocation and timestamps. Furthermore, plain Markdown files are also compatible for importation. The app offers synchronization with various cloud storage services, including Nextcloud, Dropbox, OneDrive, and WebDAV, as well as local file systems such as network directories. During synchronization, all notes, notebooks, tags, and associated metadata are stored in plain text files, which allows for straightforward inspection, backup, and transfer. Joplin is accessible on multiple platforms, including Windows, Linux, macOS, Android, and iOS, ensuring broad usability for diverse users. Overall, its flexibility and feature-rich environment make it an excellent choice for anyone seeking a robust note-taking solution.

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

Screenshots View All

No images available

Integrations

Adobe Acrobat
Amazon S3
DriveHQ
Dropbox
Fastmail
Mermaid Chart
Microsoft OneDrive
Nextcloud
Seafile
Workers by Delos
Zimbra

Integrations

Adobe Acrobat
Amazon S3
DriveHQ
Dropbox
Fastmail
Mermaid Chart
Microsoft OneDrive
Nextcloud
Seafile
Workers by Delos
Zimbra

Pricing Details

No price information available.
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

Joplin

Website

joplinapp.org

Vendor Details

Company Name

Sombra

Founded

2023

Country

Australia

Website

getsombra.com

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

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

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

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