Turn every client meeting into compliant notes, CRM updates, and same-day follow-ups across the tools you already use. Not another AI notetaker. A meeting lifecycle engine.
You have 3 client meetings today. All briefs are ready.
The Smiths' 401(k) rollover cleared yesterday ($450k). They mentioned concerns about college savings last quarter. Suggest reviewing 529 contributions.
of meeting prep today
with Reta
Stop hunting for info across systems before every call.
Automation that gives you hours back, not more admin.
Meeting prep in 5 minutes, not 60. Follow-ups sent same-day. No more Sunday catch-up sessions.
Every action item captured. Every follow-up sent. Every CRM field updated. Every task tracked.
Audit-ready documentation with a trail that matches how examiners think. If it happened, it's documented.
Trust but verify
Every output is reviewable before it writes anywhere. AI drafts it. You approve it. That's the rule.
Hi Michael, thanks for coming in today. As discussed, we'll start the IRA rollover process this week and I'll send over the...
Prep, meet, follow up. All handled.
Reta pulls last notes, open tasks, recent changes, and relevant docs into a 1-page prep pack for each meeting.
Meeting ends. Reta produces structured notes with decisions, action items, and compliance flags, ready for your review.
Follow-up emails ready to send. CRM updates queued for approval. Done before you close your laptop.
Up 8.2% YTD. Be prepared to discuss underperformance in bond allocation.
Sent email 2 weeks ago regarding liquidity needs for deposit.
Reta suggests this based on the client's last interaction on Oct 12th.
No rip-and-replace
Connect your existing tools. Reta orchestrates the workflow between them.
Link your CRM, email, and calendar. Reta plugs into your stack. No migration, no new hub to learn.
Before each meeting, Reta surfaces last notes, open tasks, and relevant context into a single brief.
After each meeting: structured notes, CRM updates, and follow-up drafts queued for your approval.
Integrates with your existing stack
The math
30-60 min hunting across systems
5-minute prep pack, auto-generated
Walk into every meeting prepared
1-3 hours of notes, CRM updates, follow-ups
Done before you close your laptop
Same-day follow-ups, every time
Manual logging, hoping nothing's missed
Audit-ready docs with full trail
If it happened, it's documented
Sound familiar?
"Nothing in this industry integrates as well as it should. We have too many systems that don't talk to each other. It's a data silo nightmare."
"Sunday nights used to be meeting notes. I went independent for freedom, not to become the accidental COO who occasionally gives financial advice."
"If it's not documented, it didn't happen. But I'm not staying late to prove I did my job."
Your clients trust you with their financial lives. We built Reta to protect that trust with controls that match how examiners think.
Independently audited and verified security controls.
Industry-standard encryption protects all client data.
Complete audit trails. You configure retention. We never train models on your data.
Export anytime. Delete anytime. Access permissions per team member.
Everything is review-first by default. Reta drafts notes, tasks, CRM updates, and follow-ups, but nothing becomes official until you approve it. Structured formats and confidence flags make errors easy to spot before anything is stored or sent.
AI notetakers stop at transcription. Reta covers the full meeting lifecycle: prep packs before the meeting, structured notes and tasks during, and CRM updates + follow-up emails after. All with review controls and an audit trail built for compliance.
Reta works inside your existing tools (CRM, email, calendar) so there's minimal new behavior to learn. It's not another standalone app competing for attention. The immediate win (same-day follow-ups, auto-proposed CRM updates) drives adoption naturally.
Reta is designed around the examiner's worldview: documentation completeness, timestamps, approval records, and fast retrieval. Every meeting produces a compliance-ready package with a full audit trail: who approved what, when, and what changed.
SOC 2 Type II certified with encryption in transit and at rest. We never train AI models on your data. You maintain full control over data retention, access permissions, and can export or delete your data at any time.
Start with one advisor and a few meetings. Connect your CRM and calendar, and Reta starts building prep packs immediately. Most firms see value within the first week. No months-long implementation.
Per-advisor pricing that scales with your firm. Less than a paraplanner, without the management overhead. Book a demo and we'll walk through options that fit your practice.
Yes. Your data is yours. Export meeting packages, notes, and CRM records anytime in standard formats. No lock-in, no hostage data. We earn your business every month.
See your next Monday morning without the chaos. Sign up free, no credit card required.