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BETTER NOTES FOR FINANCIAL ADVISORS

Peace of mind so you can focus on your clients.

Book Demo

Try for free. No credit card required.



Used by top financial advice firms

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FOCUS ON YOUR CLIENT

Let our meeting notetaker take care of the rest

Meeting notetaker

NEVER MISS ANYTHING

Our AI notetaker captures the most important points, so you can concentrate on
your client.

Elliott Perry

23 April 2024

Processing

Meeting notetaker

LET THE AI DO THE HEAVY LIFTING

Not only can you capture the important details, but we can create the compliance
and admin reports you need - automatically.

2023


THE ASSISTANT YOU NEED TO RUN YOUR FINANCIAL ADVICE BUSINESS.

Accurate meeting summaries

Our AI is tuned to recognise the specific language that financial advisors use.
Unlike other note takers, it doesn't get confused.

Get your facts right

Capture your action items and client objectives automatically. Let the AI
capture the facts, and you can focus on your client.

Generate the reports you need

Instead of spending hours writing reports for clients let our AI do it
automatically for you - in seconds.




HEAR FROM OUR CUSTOMERS

Working with top financial advisors today.

"POSTERITY HAS BEEN A GAME CHANGER FOR CITYGATE"

"Implementing Posterity for our client meetings enables me to focus on the
client rather than taking notes by hand. The way that Posterity is able to
capture the most relevant hard and soft facts makes my life much easier, and is
even making writing suitability reports much quicker."

Guy Skinner

Managing Director, Citygate Financial Planning

"HIGHLY RECOMMENDED!"

"We recently began using Posterity within our client meetings and have found
this to be a very useful tool. It very quickly and accurately summarises our
meetings and creates a useful record for the file. The summary very helpfully
categorises key data into sections for general summary, regulated advice,
actions and objectives. "

Michael Roberts

Director, Spend Time Financial Planning


WE TAKE PRIVACY AND SECURITY SERIOUSLY

Your data is yours, and yours alone.

PRIVACY AND SECURITY BUILT IN, FROM THE GROUND UP.

Your client data is yours, we never use it to train our AI, share it with third
parties, or use it ourselves.

ICO Registered

We are registered with the UK Information Commisioners Office, ref: ZB557082



GDPR Compliant

We are fully GDPR compliant and all your client data is held in European data
centres. 🇪🇺



QUESTIONS & ANSWERS

Learn more about what Posterity has to offer. If you still have questions, feel
free to contact us.

What is Posterity?



How much does it cost?



Do you have a free tier?



Which countries do you work with?



What are the main benefits?



Do you have a mobile app?



Can you share more information about your data and security?




START SAVING TIME AND MONEY WITH POSTERITY.

Meeting summaries

Hard and soft facts

Client objectives

Action items

Generate full suitability reports

and more coming soon!




START USING AI IN YOUR FINANCIAL ADVICE BUSINESS TODAY.

Book Demo

AI assistant for financial advisors

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from our company. No spam ever.




2024 Posterity Finance Ltd. Company number 14743318