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Synopsist

Branded, client-ready meeting summaries, filed into your CRM.

Not only for advisors. A meeting-summary tool for client-facing professionals in general, not written for financial advisers specifically. Mestor Technologies' page

Made by Mestor Technologies Visit Synopsist's website
Starting priceFrom $25/mo
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed3 connectionsSalesforce, HubSpot, Wealthbox. Source and date for each below.
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What their website looks like

Screenshot of Synopsist's homepage
Synopsist's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Basic $25/mo
per month (the page doesn't say per user or per firm)
Meetings you bring yourself: uploads and desktop-app recordings.
Advanced $50/mo
per month (the page doesn't say per user or per firm)
Synopsist joins Zoom, Google Meet, Teams and Webex meetings.
Premium $75/mo
per month (the page doesn't say per user or per firm)
Adds calls from a Synopsist number, 500 minutes a month included.

30-day free trial, no credit card required

Source: Synopsist pricing page. Checked on the vendor's site, Oct 13.

Where Synopsist sits on price

SynopsistOther AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
Synopsist3 connections listed

Data goes out to

SalesforceHubSpotWealthbox
Salesforce
Checked on the vendor's site
  • Data out: meetings filed into the CRM
Source: Synopsist pricing page. Checked Oct 13.
HubSpot
Checked on the vendor's site
  • Data out: meetings filed into the CRM
Source: Synopsist pricing page. Checked Oct 13.
Wealthbox
Checked on the vendor's site
  • Data out: meetings filed into the CRM
Source: Synopsist pricing page. Checked Oct 13.

Leaving later

We haven't read Mestor Technologies' site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Synopsist yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Synopsist with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
Free plan
Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
View profile
Contio
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data in and out checked
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile

Corrections

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