Fin9

Fin9 is an AI-powered workspace built for wealth advisors and advisory teams. Bring AI conversations, intelligent agents, meeting intelligence, documents, connected tools, and everyday workflows together in one professional workspace. AI WORKSPACE Get intelligent assistance across a wide range of professional tasks. • Research information and financial topics • Analyze documents and files • Summarize information and extract insights • Draft emails, reports, and professional communications • Create plans, tasks, and action items • Prepare for client conversations • Work through complex questions • Streamline repeatable workflows AI AGENTS Go beyond conversations with intelligent agents designed to help execute multi-step professional tasks. Use agents for research, analysis, operations, client workflows, and other recurring processes. MEETING INTELLIGENCE Capture and organize important client and team conversations. • Record meetings and conversations • Upload meeting recordings • Join meetings • Generate transcripts • Get meeting summaries and key takeaways • Review recordings alongside transcripts • Turn conversations into actionable information FILES AND DOCUMENTS Upload and work with documents directly in your workspace. Use AI to analyze files, summarize content, extract information, and help you work with complex documents more efficiently. CALENDAR Connect your calendar to keep meetings and schedules organized within your workspace. CONNECTED WORKFLOWS Bring your files, meetings, projects, agents, connected services, and professional workflows together in one place. BUILT FOR WEALTH ADVISORY TEAMS Fin9 is designed for professionals who work with client conversations, research, documents, analysis, meetings, and recurring operational tasks. Fin9 helps advisory teams prepare for meetings, organize information, analyze documents, research financial topics, review meeting outcomes, create follow-up actions, and execute multi-step workflows. Fin9 is a product by C3aLabs. Fin9 — Your Wealth. One Workspace.