Discovery
Organize goals and open questions
Prepare a discovery conversation before asking AI to structure priorities, unknowns, and follow-up items.
Meeting notesSolo RIAs, advisory firms, and financial professionals
Nonymize for financial advisors
Prepare client reviews for AI. Keep identity out of the prompt.
Nonymize flags likely identifying details in client meeting transcripts and notes, then lets you review the prepared copy before using AI for summaries, analysis, or follow-up.
7 free anonymizations · No credit card
Annual review, meeting notes.txt
5 details foundThe moment before AI
The client meeting ran long. The summary is due.
A client review transcript can quickly become a useful recap and follow-up email. It also carries holdings, retirement figures, family details, account context, and tax questions. Nonymize helps preserve the decisions and next steps while removing identity the task does not need.
- Annual client reviews
- Discovery and planning meetings
- Recaps and follow-up notes
Prepare. Review. Then use AI.
The original and prepared copy stay together while you review. Finalizing deletes the original from Nonymize; the temporary replacement key is purged after seven days.
- 1
Add the meeting text
Paste notes or upload a TXT, DOCX, or VTT transcript. Check the extracted text before detection.
- 2
Review in context
Inspect each proposed replacement alongside the original. Add a missed detail or keep something the task genuinely needs.
- 3
Use the reviewed copy
Copy, download, or export the result for meeting summaries, action items, scenario questions, or follow-up drafting.
See the review step
Watch client meeting notes become AI-ready.
See how Nonymize keeps the substance of an advisory conversation readable while putting every identifying-detail change under your review.
Where Nonymize fits for financial advisors.
Review meetings
Turn a long client review into a clear recap
Preserve the decisions and responsibilities while replacing the people, accounts, and organizations named in the discussion.
Follow-up
Prepare the next conversation
Use reviewed notes to generate an agenda or questions without carrying unnecessary identity into the task.
Start free. Upgrade when seven isn’t enough.
Every account uses the same detection baseline and includes seven free anonymizations. Pro removes the limit and adds saved replacements plus direct Google Drive, Microsoft OneDrive, or Dropbox export.
Free
$0
- 7 free anonymizations
- Detect names, organizations, contact details, web addresses, financial figures, locations, and dates
- Choose Narrative with stable typed labels like [Person A], or Compliance with [redacted]
- Review every replacement before finalizing
Pro
- Everything in Free
- Unlimited anonymizations
- Saved replacements for recurring names, companies, and terms
- Export finalized anonymized text directly to Google Drive, Microsoft OneDrive, or Dropbox
No credit card for Free. Read how Nonymize handles text in the Privacy Policy.
What financial advisors should know.
Can I review every replacement before I use the result?
Yes. Nonymize shows the original and prepared copy side by side. You can undo a proposed replacement or mark a detail the first pass missed before finalizing.
What happens to the original text?
The original is deleted from Nonymize when you finalize. The temporary replacement key stays separate and is purged after seven days.
Which AI tools can I use afterward?
Copy, download, or export the reviewed result for ChatGPT, Claude, Gemini, Copilot, or another text-based workflow. Nonymize is not affiliated with or endorsed by those providers.
Does Nonymize find every sensitive detail automatically?
No automated detector is perfect. Nonymize is designed around a human review step so you can inspect every proposed change and catch context-specific details before finalizing.
Does a written AI policy make this workflow approved?
Not by itself. Nonymize does not certify compliance or replace your firm’s approved-tool policies, supervision, recordkeeping, SEC, FINRA, or other legal obligations. It is a practical preparation and review step for sensitive text.
Is Nonymize intended for HIPAA-regulated information?
No. Nonymize does not sign Business Associate Agreements for this version and should not be used for HIPAA-regulated information.
Prepare your next piece of client text before AI.
Seven anonymizations are included free. Review every replacement before anything is finalized.