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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 Info-Organiser DMS?

Since our establishment in 1999, we have been at the forefront of digital filing and document management solutions in Australia, initially known as paperless office systems or electronic filing. We take pride in delivering not merely software but a collaborative business partnership with a local expert who invests time in fully grasping your organization’s unique workflow and documentation needs. Your quest for the perfect document management solution concludes here. Your staff can say farewell to the burdens of traditional file storage, the risk of paper cuts, the dust from physical archives, and the intricacies of managing large spreadsheets. You will also no longer have to navigate the confusing maze of Google Docs or Explorer folders. Furthermore, you can leave behind the limitations posed by Dropbox and OneDrive. Within just an hour post-installation, your team will be effectively using Info-Organiser, designed specifically to fit your workflow, featuring customizable screen layouts and color schemes, and allowing you to save your most frequently accessed searches. This forward-thinking strategy guarantees that you will enhance efficiency and simplify your document management process. As a result, you will experience a significant transformation in how your organization handles documents, benefiting from improved productivity and streamlined operations.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$49 AUD/month
Free Version

Pricing Information

$50 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

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

IOS Technologies

Date Founded

1999

Company Location

Australia

Company Website

www.info-organiser.com.au

Categories and Features

Note-Taking

Not specified

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Indexing
Document Retention
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Version Control

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