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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Narafy is designed to assist you in locating answers hidden within your notes or to help you retrieve that elusive note when you're unsure of its location. It streamlines your workflow, allowing you to concentrate on what truly matters. With the introduction of Stacks, you can innovate your approach to note organization by merging tags to create various stacks of notes. You can manage multiple stacks simultaneously, experiment with new tag combinations, and expand your tagging system as your notes increase. Access your notes directly using Narafy’s web clipper, ensuring they are stored locally on your device for offline access. Furthermore, our secure data syncing promptly connects your notes to the cloud, making them accessible across all your devices. We are also thoughtfully incorporating AI capabilities in a purposeful manner tailored to each specific use case, rather than indiscriminately applying AI to conventional note-taking functionalities. This way, you can enjoy a more personalized and efficient note-taking experience.

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

Chromium
Google Chrome

Integrations

Chromium
Google Chrome

Pricing Details

$5 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

Narafy

Country

United Kingdom

Website

www.narafy.com

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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