Advise More.
Protect Client Data.
Document client meetings, recommendations, and suitability discussions immediately. Contextli's local processing ensures your clients' financial information - net worth, goals, and strategies - stays completely private.
Client Financial Privacy
Your clients trust you with their complete financial picture - net worth, income, debts, retirement goals. With local processing, this sensitive financial data is processed entirely on your device. No cloud exposure of client portfolios, risk tolerances, or investment strategies.
Client Meeting Notes
Document discovery meetings, annual reviews, and planning sessions immediately after they end.
Recommendation Documentation
Document investment rationale and suitability discussions for compliance records.
Complete Privacy
Client net worth, investment strategies, and financial goals never leave your device.
Built for Advisory Flujo de Trabajos
From initial discovery to ongoing reviews - Contextli supports your entire client lifecycle.
Client Meeting Documentation
Capture meeting content for your records:
- Financial goals and risk tolerance discussions
- Life changes and planning needs
- Questions and concerns raised
Privacy: Client financial details stay on your device only.
Suitability & Compliance
Document recommendation rationale:
- Investment suitability discussions
- Risk disclosure acknowledgments
- Recommendation rationale for audit trail
Privacy: Compliance notes are sensitive. Local processing protects them.
Portfolio Review Notes
Document annual and quarterly reviews:
- Performance discussion summaries
- Rebalancing recommendations
- Goal progress and adjustments
Privacy: Portfolio details are highly confidential.
Prospecting & CRM Notes
Capture prospect interactions:
- Initial consultation summaries
- Prospect needs and concerns
- Follow-up action items
Privacy: Prospect data deserves the same protection as client data.
Serve Clients Better, Protect Their Data
Join financial advisors who trust Contextli for efficient, confidential documentation.