Take Note AI
Capture, summarise and store client meetings as a single audit-ready record — but not every tool protects your data like TakeNote does.
At a glance
Starts at
$150 per month +VAT
Price as published by the vendor, September 2026.
Free tier
Yes, limited
Platforms
Web
Best for
FCA-regulated financial advisers
Not for
Complex enterprise networks
4.0 out of 5
Scored by a Toolio reviewer after real useOur verdict
TakeNote converts conversations into FCA-compliant suitability records. Suitable for busy advisers needing compliance support, but not if you prefer a simpler solution without AI features.
✓What it does well
AI meeting notesAutomatically summarises conversations with high accuracy.
Client document extractionReads uploaded documents, extracting key information.
Compliance alignmentGenerates structured suitability notes aligned to FCA requirements.
✕Where it falls short
Data usageClient data is never used for model training or other purposes.
Cost per userIncludes limited free trials, but costs £150/month after that.
Real-time transcription accuracyWord error rate is benchmarked at 3%, which may not be perfect for every conversation.
Key features
EncryptionData encrypted and isolated per firm.
Live transcriptionProvides real-time transcripts of recorded meetings.
Follow-up tasksAutomatically raises follow-up actions based on the conversation.
FCA Compliance CheckEnsures notes comply with FCA guidelines.