Related Products
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About
Notes, charts, screenshots, files, embeds. Your team is producing lots of files and links, but Knote lets you put it together on a dashboard, easy to find, visualize, and edit together. Act on real-time data, not guesses. Knote gives you a high level overview of where things stand. See at a glance if the team is moving in the right direction. Knote powers both internal and external stakeholders to operate faster and more efficiently, with shareable boards to connect everyone at all times. Knote helps teams orchestrate their work, from daily tasks to strategic initiatives. Better visibility and management of work for everyone in your organization. Knote ticks all the boxes and then some. It’s easy to use, feature rich and continually evolving which makes it easier than ever for you to do your jobs and deliver clients award winning digital work. Collaborate effortlessly across teams.
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About
Sombra turns a client meeting into an adviser-ready file note, then carries that note into the work that follows: a living client record, the relationships that need attention, and follow-through that keeps its context. Built for Australian financial advice firms and designed for AFSL compliance, it multiplies a team rather than replacing one. Sombra suggests, structures and prioritises; the adviser reviews, accepts and decides. A growing set of specialist AI teams runs alongside, with Regulatory Watch live today. Australian-hosted; your data is never used to train AI models. Start with three free file notes, no card required.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Teams and individuals seeking a dashboard solution to create and share notes, charts, screenshots, files, and embeds
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Audience
Australian financial advice firms: advisers, principals and firm owners, paraplanners, and compliance teams.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$49 AUD/month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationKnote
United States
knote.com
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Company InformationSombra
Founded: 2023
Australia
getsombra.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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