The Automwrite App: Better Data, Fewer Gaps

In financial advice, data doesn’t always move the way it should.

A meeting happens.
Notes are made — somewhere.
Updates are sent.
Sometimes they’re missed.
Sometimes they sit in the wrong system, or don’t get shared at all.

The result is the same: delays, confusion, and duplicated effort.

The Automwrite App was built to close those gaps.

It gives advisers a simple way to capture the details — as they happen.
Record a meeting from your phone. The app transcribes it and updates the client profile in real time. There’s no second step. No need to retype or re-explain.

Even small updates work.
Speak a line into the app: “Client wants to increase contributions.”
That’s it. The information is logged, the team sees it, and the next task is ready to go.

When data moves clearly, so does the advice.