Every client goal documented
Financial planning requires deep understanding of your clients. Manni captures every nuance of your conversations so you can offer truly personalized advice while staying compliant.
How Manni can help you
Real situations where Manni makes a difference.
Discovery meetings
Capture all details during your first meetings. Financial goals, risk tolerance, investment horizon — nothing is forgotten.
Portfolio reviews
Document your recommendations and client reactions during portfolio reviews for compliance.
Retirement planning
Retirement discussions are complex. Keep track of all scenarios discussed and decisions made.
IIROC Compliance
Automatically document your meetings to meet regulatory requirements. Know your client, product suitability.
Periodic follow-ups
During follow-ups, easily find what was discussed previously. Your clients appreciate that you remember their situation.
Family meetings
Meetings with multiple family members generate a lot of information. Manni captures every point of view.
The tools that change everything
Everything you need to save time.
Investor profile
Manni automatically extracts key information to build your clients' investor profiles.
- Financial goals identified
- Investment horizon captured
- Risk tolerance documented
Complete history
Access the full history of your exchanges with each client for personalized follow-ups.
- Search by client
- Discussion timeline
- Context always available
Compliance documentation
Generate structured compliance documents from your transcriptions.
- Know-your-client notes
- Suitability documentation
- Audit-ready
My clients have complex situations. With Manni, I can focus on them during the meeting and find all the details afterward. My compliance documentation is now impeccable.
Ready to save time?
Try Manni for free and discover how AI can transform your daily work.
Stop taking notes. Focus on your conversations.
Join professionals who use Manni to capture every word of their meetings without lifting a finger.
14-day free trial. No credit card required.