Side-by-side · AU pricing · Updated May 2026

AI notetakers and CRMs for Australian financial advisers

This page is two tables, organised the way the decision actually splits in an Australian practice. The first table compares seven AI notetakers, Alcova, Marloo, Paradino, Claras, Zocks, Jump and Nevis, with Australian-built products listed first. The second table compares the five CRMs that those notetakers sync into and that Australian advice practices most often shortlist. Pricing is in AUD. No affiliate links, no sponsorship, no paid placement.

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Table 1 of 2

AI notetakers for Australian advisers

Seven products that capture meetings, draft file notes and feed your CRM. Australian-built tools (Alcova, Marloo, Paradino, Claras) are listed first because they handle ASIC-shaped regulatory artefacts natively. US-led tools (Zocks, Jump, Nevis) are listed for completeness, AU practices do evaluate them.

Feature	Alcova (AU)	Marloo (AU)	Paradino (AU)	Claras (AU)	Zocks (US)	Jump (US)	Nevis (US)
Entry price (per adviser / month, AUD)	A$25	Free / A$99 / A$299	A$119-A$149	A$50 PAYG / A$139+ ex GST	A$105-A$285 (annual)	A$155 (Meet) / contact sales	Demo only
Built and hosted in Australia	Yes	Yes (AU/NZ)	Yes	Yes	No	No	No
AU regulatory artefacts (file notes, SOA, ROA prompts)	Yes	Yes	Yes	Yes	Limited	Limited	Limited
In-person meeting capture (iPhone / browser)	Yes	Yes	Yes (in-platform recording)	Yes (Teams/Zoom/phone import)	Limited	Limited	Limited
Online meeting capture (Teams / Zoom / Google Meet)	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Recordings deleted after note extraction	Yes	Configurable	Configurable	Configurable	Configurable	Configurable	Configurable
Native CRM sync (depth)	Dynamics 365 + Salesforce FSC native; Wealthbox / Redtail / Practifi / Xplan / HubSpot via API	AU CRM partners + Microsoft 365	intelliflo office, Worksorted, Microsoft 365, RetireMap (Product Rex coming)	CRM via API	Wealthbox, Redtail, Salesforce, more	Salesforce, Wealthbox, Redtail, Practifi	Salesforce, Wealthbox, Redtail
Auto-sync to client household	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Compliance certifications	SOC 2	SOC 2 Type 2 + GDPR	SOC 2 Type 2 + AU hosting	SOC 2 + AU hosting + PII redaction	SOC 2	SOC 2	SOC 2
Free tier / trial	15-day trial (full features)	Free tier (10 meetings)	Trial	Pay-as-you-go (4 notes/mo from A$50)	Trial	Trial available	Demo only
Implementation time (typical)	Minutes	Days	Days	Days	Days	Days-weeks	Days-weeks

Table 2 of 2

CRMs that AI notetakers sync into

Five CRMs that AU advice practices regularly shortlist. Xplan leads because of its installed base; Dynamics 365 and Salesforce sit alongside it as the modern alternatives. Practifi and HubSpot round out the list. We dropped Wealthbox and Redtail from this table, they're solid US CRMs but have negligible Australian presence. They remain covered in the full CRM landscape.

Feature	Xplan (Iress)	Microsoft Dynamics 365	Salesforce FSC	Practifi	HubSpot
Entry price (per user / month, AUD est.)	Custom (bespoke)	A$100-A$233	A$465-A$1,085	Contact sales (Salesforce-based)	Free, then A$31-A$233
Built specifically for advice firms	Yes	No	Yes	Yes	No
AU presence + native support	Native AU (~38k users)	Yes	Yes	Yes	Yes
AU regulatory artefacts (SOA / ROA / file notes)	Yes	Limited	Limited	Via Salesforce build	No
Native AI meeting notetaker (2026)	No	Via Copilot	Via Agentforce	Limited	Via Breeze
Cost to automate post-meeting CRM writes	Manual	Copilot credits (~A$45 / user / mo)	Agentforce (A$75-90k / mo at mid-market scale)	Included (Salesforce credits apply)	Breeze credits (per action)
Custodian + platform integrations	AU panel (BT, Macquarie, Netwealth, Praemium)	Via partners	AppExchange	50+ (Salesforce-based)	Limited
Microsoft 365 native integration	Limited	Yes	Limited	API	API
Implementation time (typical)	Months-years	Weeks-months	Months	Weeks	Days
Alcova native sync	Via API	Native	Native	Via Salesforce	Via API

How we scored

Every cell was filled in three steps. First, we read each vendor's current public documentation and pricing page (May 2026). Second, we verified against independent reviews on G2, Capterra and SelectHub where available, plus first-hand reports from advisers on r/CFP, the XY Adviser community and the FAAA member forum. Third, where the vendor's claim and an adviser's lived experience disagreed, we sided with the practice reality and marked the cell "Limited" with a note.

Pricing reflects May 2026 list rates expressed in AUD. For US-priced vendors (Zocks, Jump, Nevis, the global CRMs) we converted at a representative exchange rate and excluded GST; expect to negotiate enterprise tiers and to pay GST in Australia. Implementation time assumes a small-to-mid practice (1-10 advisers) with one round of customisation.

We deliberately did not score "best overall". Best-overall awards reward generalism, and the right product depends on what your firm already runs. The category winners below each name the situation they apply to.

Six honest category winners

No product wins every category. Here's what each wins on, with reasoning, covering both the AI notetaker and CRM tables.

Alcova (A$25 / adviser / month)

Cheapest AU-built adviser AI

Alcova is the lowest-priced unlimited-meeting AU-built adviser AI at A$25/adviser/month. The honest comparison: Marloo has a free tier (10 meetings/month), then A$99 Plus and A$299 Pro; Claras has a A$50 pay-as-you-go starter (4 file notes/month, then A$10 each) plus A$139 unlimited; Paradino sits at A$119-A$149. For low-volume practices, Marloo Free or Claras PAYG can be cheaper for a given month. For any practice running more than a handful of weekly meetings, Alcova's flat A$25 puts it clearly ahead. The pricing reflects a deliberately narrower product surface (capture + sync done well) rather than a sprawling platform play.

Claras and Paradino (and Alcova for the sync layer)

Deepest AU regulatory fit

Claras and Paradino are both AU-hosted, SOC 2 certified, and structure file notes against ASIC-shaped templates out of the box. Paradino layers a virtual assistant ("Athena") on top of stored client data; Claras automatically redacts personal information before any data hits an AI model. For sync into Xplan, Dynamics 365 or Salesforce FSC, Alcova is the deepest native path.

Dynamics 365 + Alcova

Best for Microsoft-stack practices

For AU mid-market firms standardised on Microsoft 365, Dynamics 365 inherits identity, calendar and Copilot from the rest of the estate. Alcova ships a native first-party connector that writes meeting notes into Dynamics activity records and tasks without consuming Copilot credits.

Jump

Best US-led incumbent

Jump is the category leader by US installed base. The Meet tier is publicly listed at US$100/adviser/month (about A$155), with a ramping rate at US$75 and higher tiers (Grow, Operate, Enterprise) gated behind sales. The AU regulatory fit is shallow, the file-note structure assumes US compliance norms, and document automation isn't tuned to SOA/ROA templates. Powerful product, narrower AU fit.

Practifi

Best for fee-only RIAs (US)

Built on Salesforce with an opinionated wealth-management data model and AI-driven onboarding flows. Practifi starts at roughly A$185/mo for ten seats, high for solo advisers, reasonable for growing fee-only RIAs. Inherit Salesforce skill requirements to customise.

Salesforce Financial Services Cloud

Best for enterprise + global firms

The only platform that handles bank-aligned wealth groups, multi-currency books, multi-jurisdiction compliance and tens of thousands of seats. Cost reflects scope: list pricing A$465-A$1,085 per user per month before implementation, before Agentforce.

Where Alcova fits

The capture layer that writes into whichever CRM you pick

Alcova captures the meeting, online via Teams, Zoom or Google Meet, or in person on an iPhone or any browser, and turns it into adviser-shaped file notes that sync to the right client household in your CRM the moment the meeting ends. Recordings are deleted once the notes are extracted; only the structured notes persist.

Where we differ from the other AI notetakers in the table: deeper native CRM sync (especially Dynamics 365 and Salesforce FSC, including the post-meeting note automation that Salesforce otherwise routes through Agentforce), lower price than any other AU-built option at A$25 per adviser per month, and in-person capture as a first-class workflow rather than an after-thought import.

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Questions

Common questions

Why are AI notetakers and CRMs in separate tables?

They're different products. A CRM is the system of record, who the client is, what you hold for them, what was discussed. An AI notetaker captures meetings and structures them into notes that flow into the CRM. Most practices end up with one of each. Comparing them side by side in a single table is misleading; that's why we use two.

Why does the AI notetaker table preference Australian products?

Three reasons. First, AU-built tools handle ASIC-shaped file notes and regulatory artefacts natively rather than via configuration. Second, AU-hosted tools simplify data residency questions for Australian advice practices. Third, AU vendor pricing is meaningfully lower than US-led equivalents for the same workload. The US tools are listed because they have real installed bases and AU practices do evaluate them. They should not be the default choice in Australia, but they belong in the comparison.

How should I read the cells in each table?

"Yes" means the feature is shipped natively in the base product. "Limited" means partial coverage or configurable with effort. "No" means not available. "Via X" means the capability exists but is delivered through a stated mechanism (API, partner, separate licence). Prices are May 2026 list rates expressed in AUD; for US-priced vendors we converted at a representative exchange rate and excluded GST.

What about Wealthbox and Redtail, why drop them from the CRM table?

They are real US CRMs but have negligible Australian presence and no AU-shaped regulatory artefacts. For US readers they remain solid choices and are covered in our full CRM landscape page. For AU readers, the audience this comparison is for, they are a distracting column.

Is Alcova trying to replace the other AI notetakers in the table?

We're competing with them, yes, that's why we're in the same row. Where we differ: Alcova goes deeper on native CRM sync (especially Dynamics 365 and Salesforce FSC), prices lower than any AU-built alternative, and treats in-person capture as a first-class workflow rather than an import step. Where they may win: Marloo and Claras have a longer track record at the boutique end; Paradino's Athena assistant is genuinely differentiated for firms that want a broader AI surface beyond meetings.

Where does Alcova fit in the CRM table?

In the bottom row. Alcova is not a CRM. Pick the CRM that fits your firm from the second table, then layer Alcova on top for meeting capture and note generation. Every CRM in the second table has an Alcova sync path; native for Microsoft Dynamics 365 and Salesforce FSC (including Practifi), API-based for the rest.

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Alcova

The capture layer for whichever CRM you pick

Pick the CRM that fits your firm, then layer Alcova on top for meeting capture and note generation.

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