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Companies / AdvisorTech / Client Meeting Support / AI All-in-One / CRM

Alcova

From $50per month
$50 per user / month (CRM) $350 per user per month (Operator) · checked Nov 2026 · Pricing page ↗

Alcova holds a financial advice firm's knowledge: the context, procedures, memories and permissions that AI needs to do real work inside a regulated firm. Work moves safely between advisers, support staff and agents, each step scoped by the firm's own permissions, so advisers serve more clients without the firm adding headcount.

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Features

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Client Meeting Support

AI meeting notes · Records the meeting and writes the notes and summary for you
Not known yet
Meeting prep · Builds an agenda or client brief before the meeting
Not known yet
Follow-up emails · Drafts the follow-up email to the client after the meeting
Not known yet
Action items & tasks · Pulls out the to-dos and creates tasks
Not known yet
Sends notes to your CRM · Notes, tasks and client details go straight into the CRM
Not known yet
Fills in client data · Updates client facts (family, accounts, goals) from what was said
Not known yet
In-person meetings · Works for meetings in your office, not just video calls
Not known yet
Phone calls · Records and summarizes phone calls
Not known yet
No bot in the meeting · Records without a bot joining the call as a guest
Not known yet
Custom note templates · Notes in your format, by meeting type
Not known yet
Compliance-ready notes · Flags compliance topics and keeps notes for books and records
Not known yet
Recordings not kept · Option to delete the audio once the notes are written
Not known yet
Multiple languages · Transcribes meetings in languages other than English
Not known yet
Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
Not known yet
MCP server · AI assistants like Claude and ChatGPT can use it
Not known yet

CRM

AI assistant · Ask questions, draft emails or summarize clients inside the CRM
Not known yet
Meeting notetaker · Records, transcribes or summarizes client meetings
Not known yet
Workflow automation · Build multi-step workflows that run on their own
Not known yet
Email & calendar sync · Two-way sync with Outlook or Gmail
Not known yet
Texting · Text clients from the CRM, with archiving
Not known yet
Client portal · Clients log in to see documents, tasks or their data
Not known yet
E-signature · Built in, not only through an integration
Not known yet
Digital onboarding · New-client intake and account-opening workflows
Not known yet
Households · Group clients into households and relationships
Not known yet
Email marketing · Newsletters, drip campaigns or bulk email
Not known yet
Compliance archiving · Keeps email and texts for books-and-records rules
Not known yet
Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
Not known yet
MCP server · AI assistants like Claude and ChatGPT can use it
Not known yet
Built on Salesforce · Runs inside Salesforce
Not known yet
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