Note Taking App for Financial Advisors
About us
English
Notes
1 note
Online Notepad ✨
Last synced: Now
Additional features
AI Edit
An AI assistant that helps you write and polish your notes.
Attach images and files
Attach images, PDFs, and other types of files to your note.
Not saved
Autosave
By using the product, you agree to our Terms of Service and have read our Privacy Policy.
Trusted by Millions Worldwide
4.4
2,100+ reviews on G2
4.4
8,200+ reviews on Capterra
4.4
73,000+ reviews on App Store
248M
Registered Users
5B
Notes Created
2M
Notes Created Daily
Frequently Asked Questions
This app provides a browser-based platform for financial advisors to capture notes quickly and efficiently. It features rich text editing and auto-saves notes you take during meetings or planning sessions.
Financial advisors can benefit from the app's ability to organize notes with text formatting and auto-saving. This enhances documentation clarity and efficiency in client meetings and financial planning.
Yes, you can use this app for estate planning notes. Features like headings and lists help organize complex information effectively, making it convenient for financial advisors.
Absolutely, the app's rich text features enable advisors to document financial risks comprehensively with emphasis options like bold, italic, and lists to outline details clearly.
Currently, the app focuses on a user-driven note creation process. Advisors can manually organize their notes using available text formatting features without pre-set templates.
Yes, the app is versatile for creating financial literacy notes. Its rich text capabilities allow advisors to format educational content effectively for easy reference.
Yes, all notes are auto-saved directly to your browser's local storage as you type, ensuring no loss of information during your note-taking session.
Certainly, advisors can utilize formatted notes for client presentations and services. The app's editing tools facilitate organized documentation for professional use.
No, this app is only accessible via desktop browsers. For mobile note-taking, use the Evernote app to sync and access your notes remotely.
Yes, logged-in users can transfer their notes to an Evernote account for enhanced access and organizational options, facilitating easy sharing and collaboration.
File attachment is available for premium users. Logging in allows advisors to attach relevant documents to their notes, making comprehensive financial records.
No, the app stores only one note at a time within the browser. To manage multiple notes, save them to Evernote where they can be organized in notebooks.
Yes, you can customize text with options like bold, italics, headings, and lists. These features help highlight key financial data effectively.
While notes save in local storage without a strict size limit, bear in mind that typical local storage can range between 5-10MB, which might limit large data entry.
Only if you're logged in and saving to Evernote. Otherwise, notes remain in the browser on the device you used. To sync, save them to Evernote.