Rhombus Advisory

Exclusive Rhombus Advisory Compliant File Note Template

FinTalkr™, now approved by Rhombus Advisory, seeks to simplify file noting by leveraging AI to transcribe client meetings and produce detailed notes.

AI powered meeting summaries tailored to Rhombus workflows

Secure Australian hosted platform

Early access to future enhancements

Streamline your teamwork. Start Now.

Exclusive pricing billed through your Rhombus Account. *ext GST

Monthly Yearly

Save 20% on yearly plan!

Starter

For solo advisers who need fast, reliable AI-file notes

$81/month*

$65/month*

Start 14 Day Free Trial

Data stored in Australia
AI Compliance Disclaimer
Up to 20 hrs of meetings/months

Adviser

Best for growing practices needing more hours plus Ask AI

$116/month*

$93/month*

Start 14 Day Free Trial

All Starter features
AI Compliance Disclaimer
Up to 40 hrs of meetings/month

Pro

Advanced tools and higher limits for power users

$170/month*

$136/month*

Start 14 Day Free Trial

All Advisor features
Template Builder for your Team Documents
Up to 100 hrs of meetings/month

Feature Table

Choose the perfect plan for your business needs

	Starter $81/month* $65/month* Start Free Trial	Advisor $116/month* $93/month* Start Free Trial	Pro $170/month* $136/month* Start Free Trial
Productivity Boosters
Compliance Assistant	-
Ask Fintalkr AI	-
Data & Security
Meeting hours / month	20 Hrs/Month	40 Hrs/Month	100 Hrs/Month
Media storage	100 GB	500 GB	1TB
Additional 10 hr packs	-	-
Customization & Branding
Custom templates & branding	-	-
Add a paraplanner or manager

Starter	Advisor	Pro
Productivity Boosters
Compliance Assistant
-
Ask Fintalkr AI
-
Data & Security
Meeting hours / month
20	40	100
Media storage
100 GB	500 GB	1TB
Additional 10 hr packs
-	-
Customization & Branding
Custom templates & branding
-	-
Add a paraplanner or manager

Assured For Australian Advisers

Whether you're face to face or online, FinTalkr™ listens, captures, and transforms your meeting into professional grade file notes, so you can focus on advice, not admin. Whether you're face to face or uploading your recordings.