Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
Consolidate your tasks, notes, and calendar seamlessly in a single platform. Leverage the versatility of Markdown to swiftly generate tasks, incorporate options for recurring to-dos, easily reschedule tasks, and utilize tags and mentions. Enhance your efficiency with natural language inputs and the autocompletion feature for tags, mentions, and links. Whether it's meeting notes, reference documents, or spontaneous thoughts, keep all your information organized in NotePlan. You can arrange your notes in any manner you prefer, whether through simple folders, a digital Bullet Journal, or an interconnected Zettelkasten system. Everything is stored locally and accessible across all your devices. Maintaining a daily note empowers you to manage your agenda, both for today and tomorrow. Outline your tasks, document and interlink your notes, and even allocate time blocks directly in your calendar. You can view your calendar at a glance, plan for the future, or reflect on the past. All content in NotePlan is saved as plaintext Markdown files, which can be easily accessed with any text editor, ensuring you retain full control and are never confined to a singular system. This flexibility guarantees that your work remains adaptable and manageable, no matter the circumstances.
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
Merlin Project
iCloud
Pricing Details
$6.99 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
NotePlan
Website
noteplan.co
Vendor Details
Company Name
Sombra
Founded
2023
Country
Australia
Website
getsombra.com
Product Features
Calendar
Calendar Sync
Collaboration Tools
Multi-Device Support
Reminders
Room Booking
Scheduling
Task Manaagement
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