Research guides

A clearer way to evaluate AI file-note software.

Practical guides for Australian financial advisers comparing workflow fit, pricing, data residency, and implementation.

Start with the decision in front of you What should your firm be able to do after the meeting?

Guides

Useful context before you choose.

We build Sombra, so we make that clear. These guides focus on the trade-offs that matter when an advice practice chooses its next workflow tool.

A practical look at residency, AFSL fit, workflow, pricing, and who implements each option.

Per-note versus flat versus per-seat pricing, with the real cost of a growing team worked out.

Keep exploring

When you know which options are on your shortlist, compare their real trade-offs in one place.