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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 Narafy?

Narafy is crafted to aid you in discovering answers concealed within your notes or in retrieving that hard-to-find note when its location is uncertain. It enhances your workflow, allowing you to focus on what truly counts. With the launch of Stacks, you can revamp your note organization strategy by combining tags to create distinct stacks of notes. You have the ability to handle several stacks at once, try out different tag combinations, and broaden your tagging system as your collection of notes grows. Access your notes effortlessly with Narafy’s web clipper, which ensures they are saved locally on your device for offline use. Additionally, our secure data synchronization swiftly links your notes to the cloud, making them available on all your devices. Moreover, we are intentionally integrating AI functionalities in a way that is tailored to specific use cases, rather than randomly applying AI to traditional note-taking features. This thoughtful approach allows you to enjoy a more personalized and effective note-taking experience, making it easier to stay organized and productive. As a result, you can maximize the potential of your notes while minimizing the time spent searching for information.

Media

No images available

Media

Integrations Supported

Chromium
Google Chrome

Integrations Supported

Chromium
Google Chrome

API Availability

Has API

API Availability

Has API

Pricing Information

$49 AUD/month
Free Version
Free Trial Offered?

Pricing Information

$5 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

Narafy

Company Location

United Kingdom

Company Website

www.narafy.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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