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What is Sombra?

Sombra takes a client meeting and converts it into a detailed file note that is ready for advisers, subsequently guiding ongoing work and establishing a dynamic client record that emphasizes areas needing attention while ensuring follow-up actions are appropriately contextualized. Designed specifically for Australian financial advisory firms and in accordance with AFSL regulations, it serves to enhance the capabilities of teams rather than detract from them. Sombra provides insightful suggestions, organizes relevant information, and prioritizes tasks, enabling advisers to review and approve decisions with greater confidence. Furthermore, a growing selection of specialized AI teams works in tandem, offering real-time tools such as Regulatory Watch. Hosted in Australia, your data is never used for training AI models, guaranteeing privacy and security. You can start with three free file notes without requiring any payment information. This cutting-edge solution not only simplifies client management but also strengthens the relationships between advisers and their clients, ultimately fostering a more collaborative and effective advisory environment. By leveraging technology in this manner, firms can efficiently address client needs while maintaining high standards of service.

What is Digital Notes?

Digital Notes is engineered for effortless note-taking, functioning optimally even when offline. You can swiftly jot down quick thoughts or develop comprehensive pages, with automatic synchronization kicking in once you reconnect to the internet, ensuring your ideas remain organized and up-to-date. By connecting related notes, you can achieve a coherent flow of concepts without facing any complications. Key Features: - Offline Functionality: Create or modify notes at any time, while the system quietly manages synchronization in the background once you're back online. - Linked References: Easily tag and connect notes or entries, enabling related content to merge naturally, requiring minimal effort on your part. Benefits: - Uninterrupted Access: Capture every thought without pause, as you can create or alter notes in real-time, irrespective of your internet availability. - Enhanced Documentation: Quickly share short updates akin to social media posts, which will seamlessly contribute to a larger knowledge base that can be effortlessly searched later, ultimately boosting your overall productivity and organization. Additionally, this method allows you to track your evolving thoughts and ideas over time, creating a rich tapestry of your intellectual journey.

Media

No images available

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$49 AUD/month
Free Version
Free Trial Offered?

Pricing Information

$5.99/month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sombra

Date Founded

2023

Company Location

Australia

Company Website

getsombra.com

Company Facts

Organization Name

Digital Notes

Date Founded

2025

Company Location

United Kingdom

Company Website

digitalnotes.com

Categories and Features

Note-Taking

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

Categories and Features

Note-Taking

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

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