Advice you can explain
The record connects what the client said, what was recommended and why, making later review much easier.
Financial advice lives and dies by the record. Regulators expect a clear trail of what was discussed, what was advised and why, but capturing that by hand is slow and error-prone.
Meetwise documents every advisory meeting and client review, drafts a suitability-ready summary and files it to the client record. Advisers stay present in the conversation while compliance gets the evidence it needs.
100%
of reviews evidenced
What matters in finance & advisory
Suitability notes
Structured summaries that capture advice, rationale and disclosures.
Audit-ready
Time-stamped records with audit logging, configurable retention and EU data hosting.
Client record sync
Notes filed to the right client in your CRM automatically.
The value for your team
Turn every conversation into work the team can use
Meetwise helps financial and advisory teams turn client reviews, investment discussions and portfolio meetings into an evidence-ready record. Advisers stay focused on the client while the rationale, decisions, disclosures and follow-up are captured in a repeatable format.
Consistent client files
Every adviser starts from the same clear structure for goals, risks, decisions, disclosures and next actions.
Portfolio follow-through
Actions from investment committees and portfolio-company meetings can be assigned, tracked and revisited before the next meeting.
How it works
From meeting to reviewed outcome in three steps
Record the review
Capture the client, investment committee or portfolio conversation without changing how the meeting is run.
Structure the evidence
Meetwise drafts the advice rationale, decisions, risks, disclosures and agreed follow-up for review.
Update the client record
After approval, send the summary and tasks to the relevant CRM, client file or portfolio workflow.
Where teams use it
Built around real finance & advisory conversations
- Annual and periodic client reviews
- Investment committee meetings
- Portfolio-company board and operating reviews
- Due diligence and transaction conversations
What improves
Clearer records and faster follow-through
- A clearer advice and decision trail
- Faster preparation of client records
- Tasks tracked by client or portfolio company
- Better continuity between recurring reviews
Fits your workflow
Reviewed information goes where your team already works
Reviewed meeting outcomes are prepared for Microsoft 365, Dynamics 365, Salesforce and specialist advisory or portfolio workflows. The final approval stays with the adviser or team.
See Meetwise for Finance & Advisory in action
Book a 20-minute walkthrough tailored to your finance & advisory team — or request a pilot.
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