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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 NotePlan?

Streamline your tasks, notes, and calendar into one cohesive platform with ease. Take advantage of Markdown's flexibility to quickly create tasks, set up recurring reminders, effortlessly adjust deadlines, and use tags and mentions for better organization. Boost your productivity through natural language processing and the autocompletion feature for links, mentions, and tags. Whether you're jotting down meeting notes, compiling reference materials, or capturing fleeting ideas, NotePlan keeps everything neatly arranged. You have the freedom to organize your notes in a way that suits you best, whether that’s through straightforward folders, a digital Bullet Journal, or an integrated Zettelkasten system. All your data is securely stored locally, making it accessible from various devices. By keeping a daily note, you can effectively oversee your schedule for both today and the upcoming days. Outline your tasks, document and link your notes, and allocate specific time slots directly in your calendar. With the ability to glance at your calendar, you can plan ahead or look back at past events. Each piece of content in NotePlan is saved as a plain text Markdown file, easily opened with any text editor, ensuring complete control and preventing you from being tied to a single system. This level of adaptability ensures that your work remains manageable and responsive to your needs, no matter the situation. Additionally, with the integration of various features, your workflow can be tailored to fit your unique preferences and tasks, making it even more efficient.

Media

No images available

Media

Integrations Supported

Merlin Project
iCloud

Integrations Supported

Merlin Project
iCloud

API Availability

Has API

API Availability

Has API

Pricing Information

$49 AUD/month
Free Version
Free Trial Offered?

Pricing Information

$6.99 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

NotePlan

Company Website

noteplan.co

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

Calendar

Calendar Sync
Collaboration Tools
Multi-Device Support
Reminders
Room Booking
Scheduling
Task Manaagement

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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