Trust compounds with memory. Build it on purpose.
For financial advisors and wealth managers running multi-decade client relationships. The conversation about their kid's tuition six years ago is the conversation that earns the rollover today. Overbriefed remembers all of it.
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The kid's tuition conversation from six years ago
Wealth relationships are made and lost on small recall. The advisor who remembers your daughter's graduation gets the rollover. The one who doesn't gets the polite email. Overbriefed makes that recall available across every client, every meeting, every life event — so the relationship presence scales with your book.
- Multi-decade life event memory per client
- Surfaces the small details that earn the rollover
- Scales relationship presence with your book
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Documentation that holds up under scrutiny
Beyond the relationship layer, Overbriefed is also a working record of every client communication, recommendation, and commitment — timestamped at source. For advisors who care about keeping track of what was said and agreed to across a long client relationship, the documentation is built in.
- Timestamped at source, retrievable on demand
- Working record of every client commitment
- Still talk to compliance before connecting sources
Advisor questions
What advisors ask before they put high-trust client data into a journal.
Is this compliant for our industry?
Compliance depends on your firm, your jurisdiction, and your supervision policy. Overbriefed offers read-only integrations, encrypted storage, exportable records, and zero training on customer data. Talk to your compliance officer before connecting client communication sources — we're a beta product, not a turnkey compliance solution.
- Read-only, encrypted, no model training
- Talk to compliance before connecting client sources
Will it pull from my CRM?
Native integrations are GoHighLevel, Zoom, Fathom, and Slack today. Wealth-focused CRMs are on the roadmap and beta members shape the order. The notebook also works as a chat-first AI notebook with zero connections.
- Today: GHL, Zoom, Fathom, Slack
- Wealth CRMs on the roadmap
How does it actually help with client meetings?
Open the brief on your way to every annual review or check-in. The system surfaces the life events you logged last year, the goals they committed to, the questions they kept asking, and the concerns they only mentioned offhand. You walk into every meeting already in context.
- 30-second pre-review brief
- Surfaces life events and goals
Will it remember things across decades?
Yes — the journal is persistent and compounds. The conversation from three years ago is as accessible as today's. Wealth relationships are decade-long, and Overbriefed is built so the memory survives every staff change, every CRM migration, and every quarterly cycle.
- Multi-decade persistent client memory
- Survives staff and system changes
Is the data exportable for legal hold or transfer?
Yes — the full journal exports in a portable format. You can put it on legal hold, preserve it offline, or hand it to outside counsel. You own the data. Read the Data Ownership Statement for the full position.
- Full export anytime
- You own the data, not us
What's the price?
$20/month flat. Free tier opens an empty journal. Beta members lock in $20 forever — the lowest price the product will ever charge. Organization tier exists for advisor teams that need cross-seat visibility.
- $20/month, locked in for beta members
- Organization tier for advisor teams
Get on the waitlist and lock in beta pricing.
Join the waitlistWalk into every annual review knowing what changed in their life.
Join the waitlist. Log a few clients through chat, and watch how the next pre-meeting brief surfaces things that build trust on the spot.