Plans
Advice
+VAT · billed monthly · or save two months on annual
For advisers and smaller firms. The full advice workflow, from meeting to signed paperwork.
- Unlimited meetings — in person on the iPhone app, or on Teams and Zoom
- AI meeting notes & transcripts
- Document generation from your own templates — COBS 9A suitability reports, client review and strategy letters
- PDF form-filling — fact finds, LOAs, provider applications
- DocuSign e-signature — send and track individual requests
- Tasks & follow-ups
- Priority onboarding & support
Operations
+VAT · billed monthly · or save two months on annual
For firms whose client relationship, paraplanning or admin teams run forms and signatures at volume.
- Everything in Advice, plus:
- Bulk DocuSign sending — issue documents to hundreds of clients in one batch
- Batch form completion across clients
- Pooled envelope allowance for bulk sends, shared across the firm
- Volume above the allowance billed per envelope, at a rate agreed at onboarding
It pays for itself in four client meetings a month.
TakeNote saves around 45 minutes of write-up and admin per client meeting. At a blended staff cost of £50 an hour, four meetings a month cover an Advice seat.
45 min
saved per client meeting
4 meetings
a month to cover an Advice seat
7 meetings
a month to cover an Operations seat
Source: TakeNote internal analysis, 2026. Seat cover assumes a £50/hour blended adviser and paraplanner cost.
How we compare
Document-generation platforms list up to £349 per adviser per month, with e-signature a separate subscription from £20 per user per month. TakeNote includes both from £150.
Based on publicly listed UK pricing, reviewed October 2026. Prices may change.
Pricing questions, answered
What's the difference between the plans?
Advice covers the full advice workflow: notes, transcripts, document generation, form-filling, DocuSign signature requests and tasks. Operations adds bulk DocuSign sending and batch form completion for firms issuing documents at volume. Enterprise adds SSO, custom integrations, SLAs and volume terms. Every plan includes unlimited meetings.
Is e-signature included?
Yes. Individual DocuSign signature requests are included on every plan, subject to fair use. Bulk sending is included on Operations and Enterprise.
How does bulk sending work?
Operations includes a pooled envelope allowance shared across your firm, sized with you at onboarding. Sends above it are billed per envelope at a rate agreed in advance.
Who counts as a user?
Anyone you give a login to — advisers, paraplanners, client relationship managers or admin staff. Your whole firm is on one plan, so everyone has the same tools.
Is there a free trial?
Yes — your first 10 meetings are free, no card required.
Monthly or annual?
Monthly by default, with no lock-in. Annual billing saves two months on Advice and Operations.
Do I have to be a financial advisory firm?
No. TakeNote is used by advisers, consultants and professional firms who want AI notes and workflows.
Do you offer founding-customer terms?
Yes, for early firms. Talk to us.