Posterity
iOS app by Posterity. Finance · Posterity
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.7.1
- Listing last refreshed
- 2026-09-11
View the original store listing
Store description excerpt
Record your client meetings on the go with the Posterity app. Capture notes, facts and client objectives from in-person meetings. With our app, you can focus on providing exceptional advice without worrying about missing crucial information. Key Features: Record on the Go: Easily capture your client meetings using the Posterity app, whether you're in your office or out visiting in person. Never miss a detail again! Automatic Transcription: Your recorded meetings are securely synced to the Posterity platform, where our advanced AI technology accurately transcribes the conversations for your review. Smart Summarization: Posterity intelligently extracts and summarizes key notes, facts, and client objectives from your meetings, saving you valuable time and ensuring you stay organized. Secure and Compliant: We prioritize the security and privacy of your client data. Collaborative Platform: Access meeting notes across team members. Create Reports: Create suitability reports with a couple of clicks. Posterity empowers financial advisors to enhance their client relationships, streamline their workflow, and provide top-notch advice. By leveraging cutting-edge technology, Posterity eliminates the need for manual note-taking, allowing you to concentrate on what matters most – your clients.
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