NextUp for Advisory
Every client, on file.
Advice happens in conversations, and conversations need records. NextUp turns every client meeting into a written note, files it to the client, and keeps the follow-ups honest.
Coming August 2026 · Free to start
The week you know
Sound familiar?
Notes are a second job
Every review meeting spawns half an hour of writing up what was just said.
Actions scatter after the meeting
Update the projection, chase the statement, book the review — three systems, or none.
A year of context per client
What did they say about risk last February? Somewhere in a notebook.
With NextUp
What changes.
- Meeting notes write themselves — speaker-named transcript plus a summary of what was discussed and agreed.
- Follow-ups arrive dated and owned, filed to the client, on your list before the client reaches the car park.
- Ask anything across the history — “what did they say about risk?” finds the moment it was said.
✦
Whisper
Your morning, for example
Pre-brief · 2:00 portfolio review
Last review they asked about drawdown timing. You promised a projection update — it's done and attached. Statement still outstanding from their end.
Open briefView history
Drafts and suggestions always wait for your nod — nothing sends itself.
Early access · Coming August 2026
Built for advisory. Ready for you.
Join the early-access list and we'll send your invite before the public launch.