Turn ConversationsInto ActionAutomatically
AI extracts action items from meeting notes and transcriptions, creating trackable tasks in seconds. Your entire team sees what needs to be done, who's responsible, and the complete context behind every task.
AI Task Extraction
From meeting notes to tasks in 30 seconds
Team Collaboration
Organisation-wide visibility and @mentions
Complete Context
Tasks link to emails, notes, and meetings
Flexible Views
Switch between Table and Kanban board
Organisation Task Board
Complete team visibility
Not Started
Insurance Review
Smith Family
SOA Prep
Jones Family
In Progress
KiwiSaver Report
Brown Family
Complete
Email Response
Wilson Family
Document Review
Taylor Family
Active
Completed Today
Due Today
From meeting notes to action items in 30 seconds
Record client meetings, let AI transcribe the conversation, and watch as action items are automatically extracted. Create multiple tasks with a single click—complete with context and client links.
Record Meeting
AI bot joins and transcribes in real-time. Focus on the client, not note-taking.
AI Extracts
Click "Generate" and AI identifies every action item from the conversation.
Review & Select
Check the action items you want to convert. Edit any details inline.
Create Tasks
One click creates all tasks, each linked to the meeting transcript.
Annual Review - Smith Family
Adviser: "Let's review your KiwiSaver. You're currently contributing 3%. Have you considered increasing that?"
John: "Yes, Sarah and I discussed going to 6%. Can you send us the forms?"
Adviser: "Absolutely. I'll also prepare a projection showing the difference between 3% and 6% over 15 years."
Sarah: "We also need to follow up on that insurance underwriting. Has there been any update?"
4 Items Detected
4 Tasks Ready
Send KiwiSaver forms
KiwiSaver projection
Insurance follow-up
Schedule follow-up
90% Faster Task Creation
What used to take 15 minutes of manual note processing now happens in 30 seconds. AI extracts every action item with 85%+ accuracy, so you can focus on client relationships instead of administrative work.
Old way
With Wealthie
Work how you prefer: Table or Kanban
Switch between detailed table view for sorting and filtering, or visual Kanban board for drag-and-drop workflow management. Same tasks, different perspectives.
Tasks
| Task | Household | Due Date | Assigned To | Status |
|---|---|---|---|---|
Review Client SOA | Smith Family | Overdue | Jane Doe | In Progress |
Insurance Follow-up | Jones Family | Today | John Smith | Not Started |
KiwiSaver Report | Brown Family | Monday | Jane Doe | With Client |
Email Response | Wilson Family | Yesterday | John Smith | Complete |
Sortable Columns
Click any column header to sort by that field. Multi-column sorting supported.
Advanced Filtering
Filter by household, assigned user, status, importance, or date range.
Bulk Actions
Select multiple tasks to update status, reassign, or change due dates.
Review trust structure with solicitor
Your entire team, perfectly coordinated
Organisation-wide task visibility means no more duplicate work, missed handoffs, or lost context. @mention teammates, see who's working on what, and collaborate in real-time.
@Mention Team Members
Type @ in any comment to tag colleagues. They receive instant notifications and can jump directly to the task with full context.
Organisation-Wide Visibility
Every team member sees all tasks across all households. Filter by person, status, or household to understand workload distribution and capacity.
Clear Assignment
Every task has one assigned owner. Reassign with a click, add comments for context, and track who's responsible for what.
Real-Time Notifications
Get notified when assigned a task, mentioned in a comment, or when task status changes. Stay in sync without constant checking.
No More Siloed To-Do Lists
Unlike personal task managers, Wealthie gives your entire advisory team a shared view of all client work. See what colleagues are working on, avoid duplicate efforts, and hand off tasks seamlessly with complete context preserved.
Every task has the full story
Tasks automatically link to the interactions, emails, and notes that created them. No more hunting for context—everything you need is one click away.
Source Materials
Task with Complete Context
Meeting Transcript
Annual Review - 3 Jan 2026
"We need to follow up on the insurance underwriting by Friday..."
Client Email
Question about KiwiSaver
"Could you send me the KiwiSaver comparison report we discussed?"
Follow-up Meeting
Scheduled for next week
Prepare materials for client review meeting...
Follow up on insurance underwriting
Complete audit trail: Every task links back to its source, giving team members full context without asking questions.
No Information Hunting
Click any linked resource to view the full meeting transcript, email thread, or note that generated the task. Complete context in seconds.
Seamless Team Handoffs
When reassigning tasks, the new owner sees why the task exists, what was discussed, and what the client requested—no follow-up questions needed.
Built for FMA Requirements
Complete chain of evidence from client request through task assignment to completion. Perfect for regulatory audits and quality assurance.
Context Preservation is Automatic
When AI creates tasks from meeting notes, they automatically link to the transcription. When you create tasks from emails, they link to the email thread. When calendar events generate tasks, they link to the event. Zero manual work required.
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