Rhombus Advisory
FinTalkr is a Conversational AI driven platform to help financial service advisors dramatically increase their productivity; giving them more time to spend with their clients.
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
Facing Issue in Choosing Right Plan
Your data stays private and protected with enterprise grade security. See how FinTalkr keeps you compliant, book a demo today
Streamline your teamwork. Start Now.
Exclusive pricing billed through your Rhombus Account. *ext GST
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
Most Popular
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
| Productivity Boosters | ||||
|---|---|---|---|---|
| Compliance Assistant | - | |||
| Ask Fintalkr AI | - | |||
| Data & Security | ||||
| Meeting hours / month | 20 Hrs/Month | 40 Hrs/Month | 100 Hrs/Month | Unlimited |
| Media storage | 100 GB | 500 GB | 1TB | 2TB |
| Additional 10 hr packs | - | - | ||
| Customization & Branding | ||||
| Custom templates & branding | - | - | ||
| Add a paraplanner or manager | ||||
| Enterprise Services | ||||
| Dedicated implementation & onboarding | - | - | - | |
| Tailored compliance dashboards & alerts | - | - | ||
| Custom AI & integrations | - | - | ||
Starter |
Advisor |
Pro |
Enterprise |
|---|---|---|---|
| Productivity Boosters | |||
| Compliance Assistant | |||
| - | |||
| Ask Fintalkr AI | |||
| - | |||
| Data & Security | |||
| Meeting hours / month | |||
| 20 | 40 | 100 | Unlimited |
| Media storage | |||
| 100 GB | 500 GB | 1TB | 2TB |
| Additional 10 hr packs | |||
| - | - | ||
| Customization & Branding | |||
| Custom templates & branding | |||
| - | - | ||
| Add a paraplanner or manager | |||
| Enterprise Services | |||
| Dedicated implementation & onboarding | |||
| - | - | - | |
| Tailored compliance dashboards & alerts | |||
| - | - | ||
| Custom AI & integrations | |||
| - | - | ||
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.
