Complete Audit Trail ofEvery Client Conversation
Automatically capture and organise every client interaction—from emails and calendar events to meeting notes and phone calls. Build comprehensive client histories that ensure compliance, improve advice quality, and never lose context.
Notes
Meetings
Calls
Video
Emails
Tasks
Capture Rate
Every email, meeting, and call automatically logged
Average Log Time
From interaction to searchable record
Standards
Complete audit trail for regulatory requirements
Every conversation, captured and organised
From automated email logging to AI-transcribed meetings, Wealthie captures every client touchpoint in a structured, searchable format that satisfies regulatory requirements.
Meeting Notes
AI-transcribed meetings with speaker identification, automatic summaries, and action item extraction
- Real-time transcription with bot integration
- Speaker identification and timestamps
- AI-generated summaries and key points
- Automatic action item detection
Annual Review - Smith Family
Calendar Events
Automatically log scheduled meetings, link to client households, and create interaction records from your calendar
- Auto-sync with Google and Outlook calendars
- Intelligent client matching
- Pre-populated interaction details
- Meeting preparation reminders
Strategy Review
Phone Calls
Quick logging of phone conversations with clients, including duration, summary, and follow-up tasks
- One-click logging interface
- Duration and outcome tracking
- Quick summary entry
- Automatic task creation
Follow-up Call
Email Threads
Complete email history automatically linked to households, with AI-powered categorisation and response tracking
- Automatic email capture and linking
- Thread preservation and context
- Attachment storage and access
- Response time tracking
KiwiSaver Query
Video Consultations
Log video meetings with recording links, transcripts, and visual content shared during the call
- Recording and transcript links
- Screen share capture
- Participant tracking
- Meeting replay access
Retirement Planning Session
Manual Notes
Add ad-hoc notes, observations, and context that don't fit other categories—fully searchable and timestamped
- Rich text formatting
- Tag and categorise
- Quick entry interface
- Full-text search
Client Preference Note
Never manually log an interaction again
Wealthie automatically creates interaction records from your emails and calendar events, intelligently matching them to the right households using AI.
Email Auto-Capture
Every email automatically becomes an interaction
Calendar Event Auto-Logging
Scheduled meetings become interaction records
Annual Review - Smith Family
Annual Review - Smith Family
Auto-matching accuracy
Manual logging required
Capture completeness
From conversation to action in one click
Every interaction can spawn tasks. Whether AI detects action items automatically or you create them manually, tasks stay linked to their source interaction for complete context.
AI Action Item Detection
AI automatically identifies commitments and action items from meeting transcripts, suggesting tasks with pre-filled details, deadlines, and responsible parties.
One-Click Task Creation
Create tasks directly from any interaction. Task automatically inherits household link and interaction context—no need to re-enter client details or background.
Complete Traceability
Every task links back to its source interaction. Review the meeting transcript, email thread, or note that generated the task for full context when completing work.
Annual Review - Smith Family
"We discussed increasing Sarah's KiwiSaver contributions to 6%. I'll send the updated contribution forms by Friday."
Send KiwiSaver contribution forms to Sarah
Never Drop an Action Item
Whether it's a commitment made in a meeting, a follow-up from an email, or a note-to-self from a phone call, convert any interaction into a tracked task. Your team always knows what needs doing and why.
Complete audit trail for regulatory peace of mind
FMA-ready record keeping with powerful search and instant access to complete client communication histories. Your entire practice is audit-ready, always.
Annual Review - Smith Family
...discussed increasing Sarah's KiwiSaver contribution to 6%...
Re: KiwiSaver options
...looking at KiwiSaver contribution strategies for next year...
Quick check-in call
...mentioned wanting to review KiwiSaver contributions in new year...
Full-Text Search
Search across all interaction types—emails, meeting transcripts, notes, and calls. Find any conversation or commitment instantly with powerful keyword matching.
Timeline View
See complete client communication history in chronological order. Filter by type, date range, or team member to understand the full relationship journey.
Context at a Glance
Before any client call, instantly review recent interactions. Know what was discussed, what was promised, and what needs follow-up without scrambling through emails.
Secure & Private
All interactions encrypted at rest and in transit. Role-based access controls ensure team members only see interactions for their assigned households.
Built for FMA Requirements
The Financial Markets Authority requires comprehensive record-keeping of all client advice and interactions. Wealthie's interaction system ensures you meet these requirements automatically.
Complete Records
Every email, call, and meeting automatically logged with timestamps and participants
Immutable Timeline
Interaction records are timestamped and preserved, creating an unchangeable audit trail
Instant Retrieval
Auditors can search and access any client interaction record in seconds
Interaction capture
Average search time
Record retention
Standards
Ready to transform your client relationships?
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All-in-one platform for client management, document storage, and task tracking
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Dedicated support to help you get the most out of the platform
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