Be present with the client while every detail stays on file.
In wealth, tax and insurance advisory, one passing comment about a family trust or a company sale changes the whole plan. Parley Notes captures the full nuance of every review call and keeps the notes ready for the client file.
For financial advisers, accountants, insurance brokers and partners
No laptop wall between you and your client. Every figure and commitment is kept.
Hold the review, do the work and keep the file.
In the review
Look at the client and not at a laptop while the figures, the decisions and the passing comments all go into the note.
Note taker ›After the review
Each promise becomes a task with a date: the simulation, the notary instruction, the document the client owes you.
Projects ›For the file
Months later you ask what was agreed and get the sentence and the date, and you can see where your client data lives.
Private by design ›The client and everyone around them on one record per client.
Client
Their goals and the passing comment that changes the plan.
Co-founder or partner
What they agreed to and what they still question.
Notary
Cutoff dates and what must be signed.
Insurer
Cover, exclusions and what was promised.
Bank
Facilities, covenants and renewal dates.
Your colleague
The whole history when they cover the client.
A week of client reviews with no notes left for the evening.
Three annual reviews
They run back to back and each is a note with decisions and promises before the next client sits down.
Notary call
Once the cutoff date is confirmed the task moves to the top of your list.
A client calls back
You ask “What did we agree on the Munich subsidiary?” and answer while he is on the line.
Deadlines
One screen shows what is due and which document is still missing.
See which deadline is at risk while you can still act.
Start with your next client review
and see where it goes.
Free to start on every device. Business gives the whole practice one shared client record.
Plans and prices are on the pricing page.