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Average Ratings 0 Ratings
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
Alternatives
Alternatives
No Alternatives