Average Ratings 0 Ratings
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
Organize your notes, bookmarks, to-do lists, and ideas effortlessly with the help of #hashtags and our intuitive system. By tagging items such as "buy," you can conveniently create to-do lists, while tagging "video" provides instant access to a player for immediate viewing. You can read, edit, and even share articles publicly if desired, and we'll keep them organized alongside images of products and their latest prices. Thinkery acts as an extension of your mind, allowing you to determine how you want to utilize it. Simply throw in your thoughts, tasks, URLs, and let Thinkery handle the organization for you. With our powerful search feature, you can quickly locate notes as you type. You have the flexibility to differentiate tags, convert items into to-dos, or highlight important entries with colors. Rest assured, your notes, bookmarks, and other content remain private unless you choose to make them public. Access all your information securely through SSL, allowing you to concentrate on your writing, which you can then format using our advanced editor. Ultimately, Thinkery empowers you to streamline your thoughts and tasks, enhancing your productivity in a personalized manner.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Amazon Web Services (AWS)
Evernote
Facebook
Google Chrome
Mozilla Firefox
OAuth
SoundCloud
X (Twitter)
YouTube
Integrations
Amazon Web Services (AWS)
Evernote
Facebook
Google Chrome
Mozilla Firefox
OAuth
SoundCloud
X (Twitter)
YouTube
Pricing Details
$49 AUD/month
Free Trial
Free Version
Pricing Details
No price information available.
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
Thinkery
Founded
2010
Website
thinkery.me/
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