Fin9

Fin9 is a professional AI-powered workspace built for wealth advisors and advisory teams. It brings AI conversations, intelligent agents, meeting intelligence, connected tools, and everyday workflows together in one focused workspace. Designed and powered by C3aLabs, Fin9 helps modern advisory teams work with information, collaborate on tasks, and streamline day-to-day professional workflows. AI Workspace Use Fin9 to get intelligent assistance across a wide range of professional tasks. Research information, analyze documents, summarize content, prepare for client conversations, draft communications, explore financial topics, create action plans, or work through complex questions — all from one workspace. Common use cases include: ⚫ Research and information discovery ⚫ Document and file analysis ⚫ Data and financial analysis ⚫ Drafting emails, reports, and communications ⚫ Summarizing information and extracting insights ⚫ Creating plans, tasks, and action items ⚫ Preparing for client conversations ⚫ Exploring investment and market-related questions ⚫ Working with connected tools and services ⚫ Streamlining repeatable workflows AI Agents Go beyond conversations with specialized AI agents designed to help execute professional tasks. Fin9 agents can support research, analysis, operations, client workflows, and other multi-step processes. Give an agent a task and let it work through the required steps using connected tools and information. Agents help transform AI from a simple question-and-answer experience into a more capable workspace for getting work done. Meeting Intelligence Capture and organize important client and team conversations with built-in meeting capabilities. Fin9 lets you: ⚫ Record meetings and conversations ⚫ Upload meeting recordings ⚫ Join meetings ⚫ Generate transcripts ⚫ Get meeting summaries and key takeaways ⚫ Review recordings alongside transcripts ⚫ Turn conversations into actionable information Keep your meeting knowledge organized and accessible instead of letting important information get lost after the conversation ends. Connected Workflows Bring your information, tools, and work together in one place. Work with: ⚫ Files and documents ⚫ Meetings ⚫ Projects ⚫ AI agents ⚫ Connected services ⚫ Professional workflows Fin9 is designed to reduce unnecessary context switching and give advisory teams a more connected way to work. Built for Wealth Advisory Teams Fin9 is designed for wealth advisory professionals and teams who deal with research, client conversations, meetings, documents, analysis, and recurring operational work. Use Fin9 to help your team: ⚫ Prepare for client meetings ⚫ Organize client and internal conversations ⚫ Research companies, markets, and financial topics ⚫ Analyze documents and information ⚫ Summarize lengthy content ⚫ Draft professional communications ⚫ Review meeting outcomes ⚫ Create follow-up tasks and action items ⚫ Execute multi-step workflows ⚫ Work across connected tools One Workspace. More Possibilities. Fin9 brings AI conversations, agents, meetings, files, tools, and workflows into a single professional environment. Whether you're researching a topic, preparing for a client discussion, analyzing information, reviewing a meeting, or delegating a workflow to an AI agent, Fin9 gives your team one place to start and continue the work. Designed for Professional Work Fin9 is built around professional workflows, with a focused experience designed for wealth advisory organizations and their teams. The platform is available in light and dark mode, with a streamlined interface designed for everyday use across different working environments. Fin9 -- Your Wealth. One Workspace. Powered by C3aLabs