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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.

About

Tetra dials into your calls and automatically takes notes for you, so you can focus on the conversation now and remember everything later. Simply invite bot@asktetra.com to an upcoming call on your calendar and we'll dial you just before it starts. Or, create a call whenever in our web app. Accept and merge Tetra's call as soon as your meeting starts. We'll start transcribing right away. Read, listen to, and search your notes in our web app once Tetra is done transcribing. Share with your team and export to your favorite productivity tool. Type any phrase or concept you remember talking about, and we'll jump you right back into the conversation. Keep your team in sync by sending a link to your notes to team members who didn't participate in the call. Export your notes to Evernote, Dropbox Paper, Slack, Email, and Google Docs, or email us and we'll add your favorite tool. Unlike other transcription services, we'll get you your notes by the end of the day or the call's on us.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Australian financial advice firms: advisers, principals and firm owners, paraplanners, and compliance teams.

Audience

Anyone searching for a solution that can dial into calls and automatically take notes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$49 AUD/month
Free Version
Free Trial

Pricing

$100 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Sombra
Founded: 2023
Australia
getsombra.com

Company Information

Tetra
Founded: 2017
asktetra.com

Alternatives

Alternatives

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NoteLedge

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Ingenico TETRA

Ingenico
Kilonotes

Kilonotes

Hefei Stack Top Information Technology
MeisterNote

MeisterNote

Meister

Categories

Categories

Integrations

AWS Marketplace
Dropbox
Evernote
Google Cloud Platform
Google Docs
Slack

Integrations

AWS Marketplace
Dropbox
Evernote
Google Cloud Platform
Google Docs
Slack
Claim Sombra and update features and information
Claim Sombra and update features and information
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Claim Tetra and update features and information