Client meeting notes for compliance. Relationship memory for decades.
RecapCRM records and documents every client meeting — creating a compliance-ready record and the institutional memory that keeps multi-generational relationships alive.
The documentation burden that never ends
Regulators require it. Clients deserve it. And your current tools don't help.
Regulatory requirements demand documentation of client discussions and recommendations made
years — the average advisor-client relationship span. That's decades of context to maintain.
firms using Redtail or Wealthbox have conversation intelligence — just manual note-taking
From client meeting to compliance-ready record
Documentation that satisfies regulators and deepens relationships.
Client meeting recorded
Annual reviews, planning sessions, market check-ins, prospect meetings — RecapCRM captures every conversation with your clients and prospects.
AI extracts key intelligence
Recommendations discussed, risk tolerance signals, life event mentions, retirement timeline changes, family updates — all structured into the client record.
Compliance notes + relationship intelligence
Two outputs from every meeting: compliance-ready documentation for regulators and relationship intelligence that makes the next meeting better.
Built for the advisor who thinks in decades
Compliance documentation and relationship intelligence, from the same conversation.
Compliance-Ready Documentation
Every client discussion documented with recommendations made, suitability context, and client responses. Ready for regulatory review.
Risk Tolerance Tracking
AI tracks how clients describe their risk appetite over time — not just what they checked on a form, but how they talk about risk in real conversations.
Life Event Detection
Retirement approaching, marriage, inheritance, new grandchild, job change — captured from natural conversation and flagged for planning opportunities.
Multi-Generational Client Tracking
Track family relationships across generations. When the client's son calls, know the full family context, not just what's in the CRM fields.
Annual Review Prep Briefs
Before every annual review, get a comprehensive brief: last year's discussions, life events mentioned, risk tolerance shifts, and outstanding action items.
Custodian-Ready Meeting Records
Meeting records formatted for custodian requirements. Export documentation that meets Schwab, Fidelity, or Pershing compliance standards.
How RecapCRM compares
Advisor CRMs track contacts. RecapCRM remembers relationships.
| Feature | RecapCRM | Wealthbox | Redtail | Practifi |
|---|---|---|---|---|
| Meeting recording | Yes | No | No | No |
| AI meeting intelligence | Yes | No | No | No |
| Compliance documentation | Auto from meetings | Manual notes | Manual notes | Manual notes |
| Life event tracking | From conversations | Manual tags | Manual fields | Manual fields |
| Contact management | Yes | Yes | Yes | Yes |
| Pricing | From $19/mo | $45+/mo | $99+/mo | $200+/mo (SF) |
Compliance documentation and relationship intelligence. In one tool.
Every client meeting documented for compliance. Every life event captured for relationships. Every detail preserved for decades.