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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 SomNote?

With SomNote, you can effortlessly and securely document and organize important information, innovative ideas, and daily experiences, while syncing crucial files and data to SomCloud for dependable access. The synchronized materials are safely stored in SomCloud, ensuring simple recovery in the unfortunate event of device malfunction or loss. You have the option to attach various photos and documents, along with the ability to sketch and annotate images for a more personalized experience. SomNote also offers a range of unique themes crafted in diverse styles to enrich your usage. Organizing and navigating your notes is made simple with color-coded folders that enhance clarity. Your private thoughts, journals, and notes are protected behind a secure PIN after registration, ensuring confidentiality. The app boasts a fast and intuitive keyword search feature, enabling you to quickly locate relevant notes by entering a single keyword. You can switch between different viewing modes to suit your taste, whether you lean towards a charming post-it style thumbnail view or a classic notepad style list. Furthermore, the app allows you to revisit and modify your notes at any moment, granting you unparalleled flexibility in your creative endeavors. With SomNote, maintaining an efficient and enjoyable record of your ideas and thoughts is now more straightforward than ever, making it an invaluable tool for anyone seeking to enhance their organizational skills.

Media

No images available

Media

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

$3.6 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

SomCloud

Date Founded

2011

Company Location

South Korea

Company Website

somcloud.com/about/somnote

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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