The note from the annual meeting is still the evening that follows it. You dictate your notes while walking the client out, the note is written in your template, the annual review comes up as five slides in your house style, and the cases that fall outside the agreed range come back highlighted. Roona recommends no investment: the advice and the signature stay with the professional.
A wealth management firm sells advice and availability, not formatting. Between meeting notes, client reports, engagement letters, chasing missing documents and the annual review to prepare, writing takes the place of the relationship. Roona takes that share back in Word, PowerPoint and Excel, from your templates and the documents you upload, citing the document and the page. Roona gives no investment advice and produces no investment recommendation: regulated advice, the suitability assessment and the signature stay with the professional.
Situation, topics covered and documents handed over, in your template. The recommendation and the advice stay yours.
Five slides in your house style, ready for the meeting. You adjust, you give the recommendation.
The answer cites the document and the page, so you can check at source. Roona takes no position on any investment.
An assistant that hands back a finished file in your template: a meeting note in your Word styles, an annual review in five PowerPoint slides, case tracking highlighted in Excel, every piece of information cited with its document and its page. Roona writes and formats; the advice stays yours.
No, never. Roona recommends no product, builds no allocation and takes no position on performance. Roona works from what your documents say and formats your writing. The recommendation, the suitability assessment and the responsibility stay with the professional.
No. Roona gives no score, ranks and assesses no one, and is used for no automated decision affecting a client. The know your client questionnaire and the profile are a matter of your own method and your own responsibility.
Yes. Record the meeting, up to two hours, or dictate your notes as you leave. Roona turns it into a note in your template: situation recap, topics covered, documents handed over, agreed next steps. The advice given is yours to record.
Yes. Upload the documents into the client’s memory and ask your questions: purchase dates, matrimonial property regime, beneficiary clauses, with the document and the page in the answer. You check at source.
No. Roona works from the documents you upload and cites the document and the page. What is not in your files is not in the meeting note. Roona is neither a tax reference library nor a market data source.
Yes, in PowerPoint, in the pane on the right: give the client and the number of slides, and the outline and the slides arrive in your house style, speaker notes included. The recommendation is yours to give in the meeting.
Yes. Encrypted in your browser, hosted in Europe, kept separate by client, never used to train a model. Account can be erased, GDPR respected, list of sub-processors provided on request.
Yes, in the pane to the right of the open file. In Word, Roona reads the outline and the styles and writes at the point you indicate. In Excel, Roona reads the selected range and writes formulas, tables, formats and charts, in the function syntax of your own Excel.
Yes. The firm’s memory is organised into spaces, one per client if you want, with separate rights. The Enterprise offer, on request, priced by number of seats, adds the accounts, the shared credits, the roles and an audit log.
20 € excluding VAT per month and per account, no commitment: the assistant, the document memory, the file generators, the Office add-ins and the Studio, 100 credits a month. 14 day trial, no bank card.