Remember yourClients.
Alter Contacts is a voice-first pocket agent that keeps track of scattered client contexts, files it under the right client, and brings it back at the moment you need it.
“I do a bi-weekly scroll of my WhatsApp to see anything I missed out. And I still miss out stuff — at my level.”
“I don't have a system where, in three months' time, this thing will pop out.”
“Before the appointment I forgot what I discussed with this client, so I have to text them again: 'what did we talk about?'”
“There have been cases where I signed and forgot to follow up about investment… so those have been lost before.”
“There can be a very random mention like 'my dog loves XYZ.' I don't want to miss any of these points.”
Talk about anything. It'll remember everything.
After a call or meeting, just talk — no forms, no fields. Transcribe the appointment itself, or press and speak for as long as you need. Alter Contacts turns what was said into structured client detail: the facts, the commitments, and the next step. It starts where a notetaker stops.
Brand Story
A short film
Access
Built for established advisors
We're inviting a small group of wealth, insurance, and financial advisors — people with a real book of clients worth protecting — to shape the private beta and get Alter Contacts first.
Free
- Early access to Alter Contacts
- Feedback taken very seriously
- Free usage throughout build phase
- Secure possible founder pricing
- A direct line to the team
Blog
What we are learning.
Notes from building a pocket agent for advisors who cannot hold every promise in working memory.
Guide
After meeting notes
After meeting notes recap decisions, owners, and next steps within 24 hours. Alter files advisor-authored voice to the client, with no recording bot.
4 min read
Guide
Clients agents
Clients agents means a pocket agent that remembers existing clients—not realtor leads, not LinkedIn outbound. Alter files after-meeting voice to the person.
3 min read
Guide
Clients note
A clients note is a record attached to one person after an interaction—not a transcript, not SOAP. Alter files advisor-authored voice to that client.
3 min read