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.

Pricing

Starting Price:
$49 AUD/month
Free Version:
Free Version available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Sombra
Founded: 2023
Australia
getsombra.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud

Sombra Frequently Asked Questions

Q: What kinds of users and organization types does Sombra work with?
Q: What languages does Sombra support in their product?
Q: How much does Sombra cost?

Sombra Product Features

Note-Taking

Search
Syncing
Hyperlinking
Printing
Image Insertion
List/Checklist Creation
Clip From Web
Formatting / Markdown
Document Scanning
Templates
Handwriting
Categories / Organization
Sharing / Collaboration
Voice Notes