Voice-to-text for
financial advisors
Dictate meeting notes into any CRM. Client data stays on your machine.
10,000+ financial terms. 100% on-device. Mac + Windows.
Every client meeting ends with 30 minutes of notes
Suitability documentation, portfolio review notes, action items, next steps. Not documenting costs more than documenting — and most advisors are doing it by hand.
Financial advisors document every client meeting. It is a regulatory and liability reality under FINRA Rule 4511 and most firm supervisory procedures. The problem is not the requirement — it is the time it takes.
Typing notes by hand after a one-hour client call takes 30 to 45 minutes. Using a recorder and listening back takes longer. Cloud dictation tools are faster, but they upload your client's name, account value, investment goals, income, and family situation to third-party servers.
VoicePrivate processes audio entirely on your device. You dictate directly into your CRM — Redtail, Wealthbox, Salesforce, or any other. The transcript appears at your cursor. Client data never leaves your machine.
What advisors document after every meeting
- Suitability documentation and investment rationale
- Client risk tolerance and stated objectives
- Portfolio review notes and proposed changes
- Action items and follow-up commitments
- Beneficiary and estate planning discussions
- Client-stated income, net worth, and financial situation
- Meeting summaries for books-and-records compliance
Works like a keyboard, not a plugin
No CRM plugin. No API connection. No IT approval. VoicePrivate types wherever your cursor is — including inside Redtail, Wealthbox, and Salesforce.
Click into any CRM notes field
Open Redtail, Wealthbox, Salesforce Financial Services, Orion, or any notes app and click into the field you want to dictate into. VoicePrivate types wherever the cursor is active.
Press your hotkey and speak
Press the global hotkey and dictate. Audio is captured and transcribed entirely on your device — client names, portfolio details, financial terms. Nothing is transmitted anywhere.
Transcript appears at your cursor
Your words are typed directly into the active CRM field — same as if you had typed them yourself, except you spoke them. Client data stays on your machine the entire time.
VoicePrivate is not a CRM feature or add-on. It is a standalone dictation app that types wherever your cursor is — including inside any CRM field. No partnership, no API access, no special permissions. It works the same way a physical keyboard does.
Cloud dictation sends client data out of your custody
When you dictate a client meeting, you describe their account value, investment goals, income, family situation, and specific securities. Cloud dictation tools upload that audio to external servers.
Cloud dictation for advisor meetings
- Client names, account values, and investment goals uploaded to vendor servers
- Portfolio discussion audio stored outside your firm's custody
- MNPI and client PII accessible on third-party infrastructure
- One more vendor to manage for data handling and security review
- Breach at the vendor means your client data is in the incident
VoicePrivate — on-device processing
- All audio processed locally — zero outbound transmissions
- Client data, portfolio details, and MNPI never leave your device
- No third-party data handler in your information chain
- No BAA to sign, no security questionnaire, no pen test request
- Eliminates the cloud transcription vector entirely
This is structural product behavior, not a compliance claim. The audio physically does not leave your device. You can verify it yourself — run a network monitor during transcription and observe zero outbound traffic. No cloud dictation tool can say the same.
Built for finance vocabulary, not generic speech
General dictation tools transcribe "sue itability" and "a-d-v." VoicePrivate Finance Edition includes 10,000+ financial and investment terms, recognized correctly out of the box.
Standard speech recognition is trained on general language. It mishandles financial terms consistently — mangling regulatory language, getting instrument names wrong, and failing on common advisor vocabulary.
The Finance Edition dictionary covers advisor meeting terminology, regulatory language, instrument types, and CRM-specific vocabulary. The terms below are recognized correctly without custom training.
You can extend coverage further with a custom dictionary — add carrier names, local market terms, or shorthand your practice uses every day.
| Term | Category |
|---|---|
| Suitability documentation | Compliance |
| Fiduciary standard | Regulatory |
| AUM (assets under management) | Practice |
| ADV Form | Regulatory |
| Tax-loss harvesting | Planning |
| Required minimum distribution | Retirement |
| Roth conversion | Retirement |
| Separately managed account | Investment |
| Beneficiary designation | Estate planning |
| FINRA Rule 4511 | Compliance |
| Portfolio rebalancing | Investment |
| Annuity surrender charge | Product |
Works in every CRM advisors already use
VoicePrivate types at your cursor. If you can click into a field and type in it, you can dictate into it — no plugin, no integration, no setup.
CRM platforms
- Redtail CRM — activity notes, client summaries
- Wealthbox — contact notes, task descriptions
- Salesforce Financial Services Cloud — case notes, opportunities
- Orion — client review notes
- Tamarac — meeting documentation
Other tools
- Microsoft Word — standalone meeting memos
- Google Docs — shared advisory notes
- Outlook / Gmail — client email drafts
- Any text field on any app on Mac or Windows
- Works offline — no internet connection required
What your compliance team needs to know
VoicePrivate does not certify regulatory compliance. These are architectural facts your compliance team can evaluate.
FINRA Rule 4511
Books-and-records. Local transcripts are device-controlled and exportable to firm record systems. No third-party data handler in the chain.
SOX 404
Internal controls over financial reporting. Zero third-party data handler means zero uncontrolled information pathway through the transcription process.
SEC Rule 17a-4
Record retention. VoicePrivate transcripts can be exported and retained per firm policies. Records are fully under your control and can be produced on demand.
Built for advisors who handle sensitive conversations
Who uses VoicePrivate Finance Edition
- Registered Investment Advisors (RIAs) documenting client advisory calls
- Wirehouse and independent advisors who need meeting notes without cloud exposure
- Compliance officers recording review conversations
- Portfolio managers transcribing research and earnings call notes
- Finance teams under SEC or FINRA scrutiny who need documentation without a vendor audit trail
Finance Edition features
- 10,000+ financial terms — tickers, instruments, regulatory vocabulary
- Timestamp logging for meeting records and compliance documentation
- MNPI-safe architecture — no third-party data handler in your chain
- Export-ready transcripts from the app directly
- Works offline — client sites, conference rooms, restricted networks
- Multi-seat for teams of 2-5 at $160/yr per seat
Finance Edition pricing
Start with 5,000 words free. No credit card required.
5,000 words free to start — no credit card. 30-day money-back guarantee. 6+ seats: contact us for volume pricing.
Common questions
Does VoicePrivate record and store my client conversations?
No. VoicePrivate captures short audio clips when you activate it, processes them locally on your device, and discards the audio immediately. Only the transcript text exists, and it stays on your machine.
Will this work inside my CRM — Redtail, Wealthbox, Salesforce?
Yes. VoicePrivate types at your cursor like a keyboard. If you can click into a field and type in it, VoicePrivate can dictate into it. No plugin or integration setup needed.
Is VoicePrivate FINRA or SEC compliant?
VoicePrivate does not make regulatory certification claims. Its on-device architecture means client data does not travel to or through external servers during transcription, which eliminates one category of cloud data exposure many firms want to avoid. Your compliance officer should evaluate it in the context of your firm's specific record-keeping policies. We provide architecture documentation on request.
Do I need to sign a BAA or vendor data agreement?
No. VoicePrivate never receives or stores your client data — all processing is local. There is no vendor data relationship to formalize. No BAA, no DPA, no security questionnaire required.
Does it work for team use across an advisory practice?
Yes. Multi-seat licensing is available for 2-5 advisors at $160/yr per seat, annual only. For 6 or more seats, contact us for volume pricing.
How accurate is it on financial terminology?
The Finance Edition includes 10,000+ financial terms trained for advisor vocabulary — instruments, regulatory language, CRM shorthand, and planning terminology that general tools commonly get wrong. Try it free with your own meeting notes.
Does it work on both Mac and Windows?
Yes. VoicePrivate runs on macOS and Windows 10 and later. Same pricing, same features, same on-device processing on both platforms. No internet connection required to transcribe.
Try VoicePrivate Finance Edition free
5,000 words, no credit card required. Dictate into your CRM from day one. Client data stays on your machine.
30-day money-back guarantee. Priority support included.