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Mobile Assistant is designed specifically for the financial industry to solve the problem of how to accurately document client meetings.
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The Mobile Assistant process is simple. Meet with your client, find a quiet place to speak your notes using our mobile app or hotline, then our professionals will type your note and deliver back by email within 24 hours.
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Using our mobile app, easily record, then search & view every completed note. Mobile access to your notes saves time & prepares you for upcoming meetings.
Product Description
About this Product
Mobile Assistant is the secure, accurate way to document client meetings:
- Meet with your client, speak your notes using our mobile app/hotline.
- US based, professional transcriptionists will accurately type your notes.
- Delivered by email and integrated CRMs. Search/view notes in our app.
About Mobile Assistant, Inc.
Mobile Assistant gives you the power to accurately capture important client meeting information by simply speaking your notes using our mobile app or dictation hotline. Our US based, human, professional transcriptionists at Mobile Assistant will accurately type your notes and deliver the transcript to your email and we integrate with the most popular CRMs. Features such as mobile search/view access to your notes using our mobile app, available dictation templates, HIPAA compliant security, and 24 hour turnaround time make Mobile Assistant the best voice to text solution designed specifically for advisor
Product Details
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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.