PenClip captures every client conversation, surfaces what matters, and tells your team exactly who to call next.
Built for wealth management. Nothing else.
Record any client conversation. PenClip transcribes, summarizes, and extracts action items in seconds — then permanently destroys the audio. Your compliance officer will thank you.
A daily AI-synthesized briefing across your entire book of business. Who needs follow-up. Which relationships are cooling. What your team accomplished yesterday.
PenClip analyzes each client's portfolio, recent activity, and relationship history — then surfaces actionable insights with urgency scores. Weekly automated analysis ensures nothing slips.
Customizable stages, drag-and-drop management, and real-time activity timelines. Import from Google Sheets or CSV in minutes. Every interaction logged automatically.
Three steps to transform how your team manages relationships.
Connect Google Sheets or upload a CSV. Define pipeline stages, set your currency, assign your team. Most firms are live within an hour.
Dictate meeting notes, send emails, log WhatsApp conversations. Every touchpoint is automatically captured and analyzed.
Morning briefings surface at-risk clients. Portfolio insights identify opportunities. Your team moves faster — with better data.
Your clients' data is sacred. We treat it that way.
Row-Level Security
Complete data isolation
Zero Retention
Audio permanently destroyed
Full Audit Trail
Every action logged
SOC 2-Ready
Enterprise architecture
We're onboarding our first ten firms with white-glove setup, direct founder access, and permanently locked-in pricing. Ten firms. That's it.
Your voice recordings are processed in real-time to extract transcripts, summaries, and action items. The audio is permanently destroyed immediately after processing — it never touches persistent storage. Only the structured text output is saved.
Yes. PenClip supports CSV import, live Google Sheets sync, and manual entry. Most teams complete their full migration within an afternoon. We’ll help you with the first import during onboarding.
They require months of customization for wealth management workflows. PenClip ships purpose-built — AI meeting dictation, investment insights, portfolio tracking, and compliance-grade security out of the box. No implementation project. No Salesforce admin on payroll.
We built PenClip with compliance as a first principle, not an afterthought. Zero audio retention, row-level data isolation, full audit trails, and encrypted storage at rest and in transit.
PenClip was designed for the relationship manager who hates CRMs. No training manuals. No certification courses. Record a meeting, get a summary with action items in 30 seconds. That’s the entire onboarding.
Whether you're ready for a demo or just exploring — we'd love to hear from you.
Or email us directly
team@getpenclip.comWe typically respond within a few hours during business days.