For consultants & advisors
No vendor cloud to supervise.
For consultants, RIAs, and wealth managers: client conversations become structured notes on a machine you control, with nothing for a compliance team to inventory in someone else’s data center.
Requires a Mac with an Apple chip (M1 or later) and 16 GB of memory.
Regulatory scrutiny of cloud AI notetakers in the advisory world is documented and dated. Verify against the source before relying on it.
WealthTech Today — SEC/FINRA scrutiny of cloud notetakers · Jul 29, 2025
Reporting on regulators’ attention to cloud AI meeting-notetakers and the supervision and recordkeeping questions they raise for advisers.
Microsoft Teams external-notetaker bot auto-blocking · From Aug 2026
Organization-wide blocking of external AI notetaker bots begins (set by company IT at the Microsoft 365 level), closing a common way advisers who meet on Teams record them.
Every citation is dated. Verify it against the live source before relying on it.
This page describes how the software works — it is not legal advice. NoteGenerator removes the vendor cloud; it does not by itself preserve privilege or make a recording lawful. Confirm your own jurisdiction’s rules on AI use, recording, and consent.
The templates for this work
A client meeting becomes a Client Memo. A personnel or partner conversation becomes a 1:1 Debrief — the kind of record that should never live in a vendor cloud.
A record of the client meeting, on a machine you control.
Personnel conversations that never belong in a vendor cloud.
[ screenshot ]
Note detail with the Client Memo label. A downloadable sample generated on a Mac by NoteGenerator lands here.
Provable, not asserted
Don’t take our word for it. Take the counter’s.
Privacy theater is a page of certifications. Our answer is a number on the screen you can check, and a test you can run.
[ screenshot ]
The seal badge up close, with the privacy panel: the connection counter and the last time anything left this Mac.
A live counter, not a promise
The app shows the number of network connections it has made this session. When the seal is engaged and the note-writing AI is installed, that number is 0 — and you can watch it.
A one-tap Seal Test
Press it and the app tries to open a network connection to itself. You watch the attempt start and die before it ever reaches the network. Proof you ran yourself beats a badge we drew.
Turn off Wi-Fi. It keeps working.
Recording, transcription, and note generation run with the network off. The most direct test there is.
- No bot joins the call, so there is nothing for company IT to block — recording runs on your own Mac.
First version
Not out yet. One email when it is.
This first version does one thing: turn what you said into a clean note, without your words leaving your Mac. It will get better — and what you tell us shapes what’s next.
One email when it ships. No marketing list, no drip campaign — and if you ask, we delete your address sooner. What we hold and why.
Requires a Mac with an Apple chip (M1 or later) and 16 GB of memory.
Not sure? Apple menu → About This Mac. You’re looking for an Apple chip (M1 or later) and 16 GB or more of memory.
The AI that writes your notes runs entirely on your Mac, and it is big. That’s why you need 16 GB — the cost of nothing leaving the machine.
Older Mac, or not a Mac at all? Tell us what you’re on — it’s how we decide what to build next.
No account, no App Store.