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FinMate AI is an AI notetaker tailored for financial advisors to create meeting notes in the formats they commonly use, applicable for various meeting types.

FinMate AI Notetaker - The only AI notetaker designed by Financial Advisors specifically for Financial Advisors. Take notes on your Virtual, Phone, or In Person Meetings in the note formats actually used by Financial Advisors!

Categories:

Finance

Other Finance & Admin Software

Website: finmate.ai

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FinMate AI

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