AI for financial planners.

AI for financial planners.

AI for financial planners.

Peace of mind so you can focus on your clients.

Peace of mind so you can focus on your clients.

Peace of mind so you can focus on your clients.

Try for free. No credit card required.

Try for free. No credit card required.

Try for free. No credit card required.

Used by top financial advice firms

Used by top financial advice firms

Focus on your client

Let our meeting notetaker take care of the rest

Meeting notetaker

Never miss anything

Our AI notetaker captures the most important points, so you can concentrate on your client.

Elliott Perry

Elliott Perry

23 April 2024

Advice Detected

Advice Detected

Meeting notetaker

Let the AI do the heavy lifting

Not only can you capture the important details, but we can create the compliance and admin reports you need - automatically.

2023

2023

The assistant you need to run your financial advice business.

Accurate meeting summaries

Our AI is tuned to recognise the specific language that financial advisors use. Unlike other note takers, it doesn't get confused.

Get your facts right

Capture your action items and client objectives automatically. Let the AI capture the facts, and you can focus on your client.

Generate the reports you need

Instead of spending hours writing reports for clients let our AI do it automatically for you - in seconds.

Hear from our customers

Working with top financial advisors today.

"Posterity has been a game changer for Citygate"

Implementing Posterity for our client meetings enables me to focus on the client rather than taking notes by hand. The way that Posterity is able to capture the most relevant hard and soft facts makes my life much easier, and is even making writing suitability reports much quicker.

Guy Skinner

Managing Director, Citygate Financial Planning

Privacy and security built in, from the ground up.

We take your security and privacy seriously. Your client data is yours, we never use it to train our AI.

ICO Registered

We are registered with the UK Information Commisioners Office, ref: ZB557082

GDPR Compliant

We are fully GDPR compliant and all your client data is held in European data centres. 🇪🇺

Questions & Answers

Learn more about what Posterity has to offer. If you still have questions, feel free to contact us.

What is Posterity?

What is Posterity?

What is Posterity?

How much does it cost?

How much does it cost?

How much does it cost?

Do you have a free tier?

Do you have a free tier?

Do you have a free tier?

Which countries do you work with?

Which countries do you work with?

Which countries do you work with?

What are the main benefits?

What are the main benefits?

What are the main benefits?

Do you have a mobile app?

Do you have a mobile app?

Do you have a mobile app?

Start saving time and money with Posterity.

Meeting summaries

Hard and soft facts

Client objectives

Action items

Generate full suitability reports

and more coming soon!

Start using AI in your financial advice business today.

AI assistant for financial advisors

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2024 Posterity Finance Ltd. Company number 14743318

AI assistant for financial advisors

By subscribing you agree to with our Privacy Policy and agree to receive updates from our company. No spam ever.

2024 Posterity Finance Ltd. Company number 14743318

AI assistant for financial advisors

By subscribing you agree to with our Privacy Policy and agree to receive updates from our company. No spam ever.

2024 Posterity Finance Ltd. Company number 14743318