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Pack Analytics

From $249per month
checked Nov 2026 · Pricing page ↗

Pack Analytics is a portfolio analytics and investment proposal platform built for growing advisory teams. We help financial advisors, portfolio managers, analysts, and investment teams analyze prospect portfolios, create personalized investment proposals, and transition taxable accounts into their models while managing embedded capital gains and client-specific restrictions. From portfolio analysis and side-by-side comparisons to tax-sensitive account transitions and presentations, Pack brings the investment analytics and proposal process into one streamlined platform. Analyze portfolios. Build proposals. Optimize transitions.

Cleveland OHFounded 2026
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Features

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