Capture every conversation.Extract what matters.
AI-powered meeting intelligence for advisors — transcription, insights, risks, and next steps automatically organized into action.
Live Meeting Summary
Wilson Family Review
Key Insight
Client is focused on reducing concentrated tech exposure while maintaining tax efficiency.
Risk Flag
Hesitation around realized gains and short-term liquidity needs.
Next Step
Generate tax-aware proposal and schedule follow-up for Thursday.
AI Transcript Snapshot
"We want more clarity on reallocating without triggering unnecessary taxes, and we may need liquidity later this year."
Why it matters
From conversation to action — instantly.
AllocateLite Meetings eliminates manual note-taking and turns every advisor interaction into structured intelligence your team can act on.
AI Transcription
Capture every word with clean, searchable transcripts generated automatically from advisor and client conversations.
Insights & Risks
Surface goals, objections, hesitation, planning opportunities, and red flags the moment the meeting ends.
Next Steps
Turn conversations into structured follow-ups, tasks, summaries, and CRM updates in seconds.
Built for advisor workflows
More than transcription.A system for client progress.
Discovery calls, review meetings, internal team discussions, and follow-ups all become structured records with takeaways, accountability, and momentum.
Integrations
Works with the way advisors already meet.
Connect Zoom, Google Meet, Microsoft Teams, Google Calendar, and Outlook to centralize meetings, transcripts, summaries, and next steps inside AllocateLite.
Make every meeting actionable.
Stop losing valuable insight in notes and inboxes. AllocateLite Meetings turns conversations into clarity, alignment, and execution.