Say Goodbye to Manual Report Writing
AI driven reports and file notes for financial planners.
Turn Your Client Meetings Into Compliant Reports.
Reportr provides comprehensive, legally sound meeting summaries which capture not only the key financial details and decisions at your client meetings, but also the context to ensure compliance of the highest level.
- Sentiment Analysis
- Financial-Specific Vocabulary Training
Integrats with
COMPLIANCE READY
Create Custom Reports or Use Our Compliance Ready Templates
Reportr offers templates for every type of meeting — SOA, ROA, FNA, PDS, and more. Our AI-powered reports provide relevant summaries that capture the context of your discussions, with export options available in multiple formats.
What Our Clients Say
Reportr has saved me hours each week, delivering detailed, accurate summaries far faster than I could with handwritten notes
Lessle Alexander
Certified Financial Planner
With Reportr, my reports are more precise and compliant than anything I could draft. It’s a game-changer for my practice.
Virat Kohli
Wealth Manager
Reportr has streamlined my workflow—no more manual note-taking. I can now focus more on my clients without compromising on accurate reports every time.”
Sam Barney
Corporate Financial Planner
I’m onboarding more clients each month thanks to the time I’ve saved, knowing that my reports are compliant if I was ever to need them.
Lucas da Silva
Risk Advisor/Insurance Planner
