Audience
Australian financial advice firms: advisers, principals and firm owners, paraplanners, and compliance teams.
About Sombra
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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Pricing
Starting Price:
$49 AUD/month
Free Version:
Free Version available.
Integrations
No integrations listed.
Company Information
Sombra
Founded: 2023
Australia
getsombra.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
