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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

TaskNote is a personal note-taking application that features a kanban board and reminder system, designed specifically for individual use rather than collaborative teams. It offers extensive formatting options for notes, including headings, checklists, tables, columns, images, and highlights, and stores them in Markdown format for easy access across different platforms. Users can convert any note into a task or link it to a kanban card, while reminders trigger desktop notifications at user-defined times. Additional features include full-text search, a command palette for quick navigation, version history, a trash function for deleted items, a split view capability allowing up to six notes side by side, and a variety of built-in templates such as shopping lists and daily planners. Users can import notes from services like Evernote, Google Keep, Notion, and Simplenote, and a Chrome extension facilitates the clipping of web pages directly into notes. The Windows application stores all data locally, operates without requiring an account, and provides full offline functionality. In contrast, the web version ensures data synchronization with end-to-end encryption, keeping the encryption key on the user's device while the server retains only encrypted information. The app offers a free plan without any time constraints, and users can opt for a one-time lifetime license for the Windows version instead of committing to a subscription. This approach allows individuals to have a robust and flexible note-taking experience tailored to their personal needs.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$49 AUD/month
Free Trial
Free Version

Pricing Details

Free, $49 one-time for Lifetim
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

Sombra

Founded

2023

Country

Australia

Website

getsombra.com

Vendor Details

Company Name

TaskNote

Founded

2025

Country

Vietnam

Website

www.task-note.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

Kanban

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

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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