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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

KeepNote allows you to organize various types of notes such as class notes, to-do lists, research notes, journal entries, and paper outlines within a straightforward notebook structure that supports rich-text formatting, images, and more. With its full-text search capability, accessing any note for future use is effortless. The application is built to be cross-platform, utilizing Python and PyGTK, and it saves your notes in easily manageable file formats like HTML and XML. Transferring or archiving your notes is simply a matter of zipping or copying a folder. Furthermore, KeepNote offers a feature to personalize the icons associated with your notes; to modify an icon, simply right-click on the note and select the Change Icon option. A variety of icons will then be presented for selection, enabling you to highlight your notes as favorites (heart), significant (star, exclamation mark), or completed (check mark). Additionally, this customization enhances the visual organization of your notes, making it easier to prioritize and manage your tasks effectively.

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

No details available.

Integrations

No details available.

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

KeepNote

Country

United States

Website

keepnote.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

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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Alternatives

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