Built on 13 years of proven AI innovation, Recordsure Lite is a streamlined, accessible solution created with wealth management firms in mind.
Improve adviser efficiency, enhance compliance and elevate client experience. Specifically designed for wealth managment firms of up to 10 advisers.
Uniquely designed for wealth management firms of up to ten advisers
Unlimited user feature is only available to firms with ten advisers or fewer.
Proven, seamless integration with intelliflo. This is optional at additional cost.
Record all your client converesations using laptop, smartphone, Teams or Zoom.
Book a 30-minute intro call today and see how Recordsure Lite can help you improve adviser efficiency, enhance compliance and elevate client experience.
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Recordsure is a trading name of Record Sure Limited, which is a company registered in England and Wales. Registered number: 08279232. Registered office: 10 Lower Thames Street, London, EC3R 6EN