Software built for the way you work.
We build AI-powered tools for RIAs and independent advisors — products and custom workflows that eliminate the admin burden so you can spend more time with clients.
Annual Review Meeting
Sarah & Michael Chen · July 8, 2026
Action Items
Rebalance portfolio to 60/40 allocation before Aug 1
Send updated beneficiary designation forms via DocuSign
Schedule Q4 tax planning call for October
Key Decisions
Clients approved increasing equity allocation in Roth IRA. Deferred 529 contribution decision pending school enrollment confirmation.
The problem
Admin work is stealing your practice time
30+ minutes per meeting, just on notes
After every client call you re-type the same recap, manually format action items, and hope you didn't miss anything important.
Compliance expects documentation
FINRA and SEC expect records. Generic note-taking tools weren't built for advisors — and your CRM doesn't write the follow-up for you.
Your tools don't talk to each other
Zoom, your CRM, your email, Drive — all separate. Moving information between them is manual, error-prone, and invisible to compliance.
Flagship product
Synopsist
AI executive summaries for financial advisors
Connect Zoom, Google Meet, Teams, or Webex once. The moment your client meeting ends, Synopsist generates a structured, branded executive summary — action items, key decisions, and next steps — and delivers it straight to your inbox, ready to forward to your client.
- Fully automatic — no manual trigger after every call
- Branded with your firm's logo and colors
- Organized by section: Investments, Tax, Estate, Insurance
- PDF and DOCX download, cloud sync to Drive
- Early Access from $29.99/mo
30+ min
saved after every meeting
4
meeting platforms supported
< 30s
average generation time
100%
branded to your firm
Coming next
More advisor tools in the pipeline
Synopsist is the first product under the Mestor Technologies umbrella. Each one solves a specific, repeated problem for advisory practices — built by the same team, designed to work together.
CRM Sync
Automatically push meeting notes and action items into your CRM the moment a meeting ends — no copy-paste.
Compliance Vault
Structured, searchable archive of all client communication and documentation for audit-ready records.
Proposal Builder
Generate branded client proposals from a meeting summary with a single click.
Custom work
Need something built just for your firm?
Beyond our products, we take on custom projects — APIs, automations, integrations, and data workflows built specifically around your practice's tools and processes.
AI-Powered Automations
Custom AI that handles summaries, document drafting, and classification — tailored to your firm's workflow.
Third-Party Integrations
Wire up your CRM, email, calendar, and meeting tools so data flows without manual copying between apps.
Data Pipelines
Automated syncs between your platforms so your reporting and compliance records stay current.
Ready to stop writing meeting notes yourself?
Book a free 30-minute demo. We'll show you how Synopsist works and scope out any custom work your practice needs.
Book a demo