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Knapsack records meetings privately, without storing client data on any other cloud. Our starter app is completely free.
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Knapsack’s Email Autopilot allows you to manage emails between meetings, autodrafting responses and ensuring FINRA and SEC compliance.
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Say bye to the bots — Knapsack does not insert meeting bots into your client meetings, resulting in a better experience.
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Knapsack Pro allows deep integrations into your CRM and other enterprise tools.
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Take advantage of a rich library of automations to streamline your work while maintaining compliance.
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SOC2 & HIPAA compliant
Product Description
About this Product
Private& compliant meeting assistant:
- Private, secure notetaking and email tool
- Workflow automation for advisor
- CRM & calendar integration
About Knap Inc dba Knapsack
Knapsack is a privacy-first AI workspace designed to automate meeting prep, note-taking, follow-ups, CRM updates, and more—freeing advisors and professionals to focus on high-value work. Built to run on-device or in secure enterprise environments, Knapsack delivers powerful AI functionality without compromising sensitive data. Knapsack Pro is ideal for individual advisors or small teams looking to streamline workflows, while Knapsack Enterprise offers scalable, compliance-ready automation for larger firms. With deep integrations across productivity tools and financial platforms, Knapsack ensures seamless adoption and measurable efficiency gains.
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Product Details
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Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.