Posterity

Posterity is an AI meeting notetaker and document generator specifically for financial advisers.

We offer the most advanced AI note-taking tool built specifically for financial advisers, delivering structured, compliance-ready client files rather than just transcripts.

Meeting notetaking with 95%+ accuracy

  1. Tailored Output – Our notes are structured around the real workflow of financial advisers — including client objectives, action points, risk profiling, vulnerability flags, and more.
  2. Financial Advice-Specific Accuracy – Our transcription engine is trained to understand financial terminology so you spend less time fixing errors and more time with clients.
  3. Client-Centric Justification – Every recommendation can be linked back to the client’s own words. This builds trust — and helps with compliance.

Generate documents in seconds

Document Generation in Seconds – Instantly generate follow-up notes, suitability letters, annual reviews — using your own custom templates. No more copy-paste headaches.

Compliance overview

Keep track of compliance issues across meetings with our compliance overview. You can drill into individual meetings to understand the compliance points for each meeting, or see a global overview of the status across advisers.

See Posterity in action

Our system understands financial terminology, links recommendations to clients’ own words, runs built-in compliance checks, and generates key documents like suitability letters and annual reviews in seconds. With integrated task and workflow management, advisers can turn conversations into action without manual admin, making us a faster, more accurate, and more compliant alternative to generic notetakers.

Resources & Links

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