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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 Latently?

Latently is a cutting-edge AI-powered tool designed for effective note-taking and personal knowledge management, with the goal of helping users collect, organize, and access information derived from their online activities. This adaptable solution allows for the storage of diverse content types, including written notes, links, screenshots, images, PDFs, audio recordings, Telegram conversations, and interactions with AI. In contrast to conventional methods that necessitate extensive tagging and categorizing by users, Latently automatically organizes the accumulated materials into meaningful contexts without any manual effort. Users can create Areas and Projects to sort their information based on themes, goals, clients, workflows, or work collections. Central to Latently's capabilities is its contextual recall feature; when users interact with a note, the system can display associated notes, links, images, screenshots, memos, documents, and earlier AI interactions relevant to the ongoing project. This functionality helps users connect disparate ideas, maintain crucial context, and efficiently reuse previously collected information. By utilizing Latently, individuals are empowered to enhance their knowledge management and boost their productivity effortlessly, facilitating a more organized approach to information handling. Furthermore, the seamless integration of various content types allows users to create a rich tapestry of insights that can be easily navigated.

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

$12 per 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

Latently

Date Founded

2026

Company Location

United Kingdom

Company Website

www.latently.io

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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