Every Client Meeting. Captured as It Was Said.
SoftPak AI Notetaker joins the Zoom, Microsoft Teams, and Google Meet calls you schedule, then delivers notes, key points, and action items to your RIA portal. Summaries stay in the original words of the discussion, so what you review is what was actually said.
A Complete Record of Every Meeting. Ready in Your Portal.
Stay present with clients while the Notetaker captures the conversation and organizes it for review.
Automatic Meeting Notes
Capture the full discussion from each scheduled meeting without anyone on your team taking notes by hand.
Faithful to the Discussion
Summaries pull key points directly from what was said, without rephrasing, so the record reflects the original conversation.
Action Items Identified
Surface the follow-ups agreed to in the meeting so nothing promised to a client slips between conversations.
Calendar Scheduling
Add the Notetaker to the meetings you choose, directly from your calendar. It attends only where you invite it.
Built Into the RIA Portal
Meeting summaries live alongside the rest of your SoftPak workflow, with no separate app to log into.
Easy Review
Scan a meeting in minutes. Read the summary first, then open the full notes when you need the detail.
From Calendar Invite to Meeting Summary
Four steps, and only the first one needs you.
Schedule
Choose the calendar meetings you want covered and add the AI Notetaker.
Join
The Notetaker joins your Zoom, Microsoft Teams, or Google Meet call at the scheduled time.
Capture
It records the discussion and identifies key points and action items as the meeting runs.
Review
Notes and summaries appear in your RIA portal, ready for you and your team to review.
One Meeting. A Complete Record.
Your Clients' Words, Kept Intact
Many AI tools paraphrase. In wealth management, a paraphrase can change what a client meant. The AI Notetaker organizes the conversation without rewriting it.
Scheduled From Your Calendar. Delivered to Your Portal.
You decide which meetings the Notetaker attends. Everything it captures lands where you already work.
Give Every Client Meeting a Reliable Record
See how SoftPak AI Notetaker captures your meetings and brings notes, key points, and action items into your RIA portal.