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 Workflows
From initial discovery to ongoing reviews - Contextli supports your entire client lifecycle.
Client Meeting Documentation
Capture meeting content for your records:
- checkFinancial goals and risk tolerance discussions
- checkLife changes and planning needs
- checkQuestions and concerns raised
lockPrivacy: Client financial details stay on your device only.
Suitability & Compliance
Document recommendation rationale:
- checkInvestment suitability discussions
- checkRisk disclosure acknowledgments
- checkRecommendation rationale for audit trail
lockPrivacy: Compliance notes are sensitive. Local processing protects them.
Portfolio Review Notes
Document annual and quarterly reviews:
- checkPerformance discussion summaries
- checkRebalancing recommendations
- checkGoal progress and adjustments
lockPrivacy: Portfolio details are highly confidential.
Prospecting & CRM Notes
Capture prospect interactions:
- checkInitial consultation summaries
- checkProspect needs and concerns
- checkFollow-up action items
lockPrivacy: 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.