Scriblet

Scriblet is reducing administration for financial planners. We enable finance professionals to focus on advice rather than acting as a scribe. Increased regulatory requirements mean financial planners are required to capture more information than ever before. While this is fantastic for compliance, it creates a significant amount of extra work that detracts from the amount of time advisors are spending giving advice. Scriblet is designed to be your administrative assistant, sitting in on your consultations and producing file notes at the end so you can maintain your focus on the client in front of you, and finish work on time without spending extra time tidying up notes.