Keep complete, compliance-ready records of every client call. Call Recorder X+ records iPhone calls automatically with instant transcription, so consultations, recommendations, and reviews are always documented.
Keep organized, timestamped recordings with audit trails to support your client communication records.
Automatic transcription helps create accurate client records, investment recommendations, and financial plans.
Enterprise-grade encryption protects sensitive financial information and client data with bank-level security.
Never miss important client details - automatically records all calls without interrupting consultations.
Encrypted cloud backup ensures client records are safely stored and accessible for compliance audits.
Perfect for advisors on the go - works seamlessly on your iPhone for professional financial communication.
🔥 Automatic recording starts immediately after purchase
Record client meetings, investment discussions, and financial planning sessions to ensure accurate documentation.
Keep comprehensive recordings and transcripts to support audits and reviews — always confirm your firm's own record-keeping rules.
Document research calls, analyst meetings, and market discussions for informed investment decisions.
Track client relationships, portfolio reviews, and wealth planning discussions for comprehensive service.
It means keeping a recorded, written record of client calls — consultations, recommendations, and reviews — so your client files are complete and easy to find later.
Every call is recorded automatically and transcribed, with timestamps. You can search the call history, export recordings and transcripts, and back everything up to Google Drive, so your records stay organized instead of scattered.
No app can certify compliance on its own. Call Recorder X+ records and stores your calls securely on your iPhone; what counts as a complete record depends on your firm and your regulator. Confirm the rules with your compliance officer.
No. It installs on your own iPhone via TrollStore sideloading (iOS 15–18 supported) and starts recording automatically — no new hardware and no changes to any company phone system.
Yes. Recording happens at the device level, so calls through business VoIP apps are captured automatically alongside regular cellular calls.
Call Recorder X+ is $2.99 per month. You can cancel anytime.
Join financial advisors who rely on Call Recorder X+ for professional call recording.
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