Remember yourClients.
AlterContacts 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.
Edward
9 yr advisor & agency leader
“I do a bi-weekly scroll of my WhatsApp to see anything I missed out. And I still miss out stuff — at my level.”
Greg
2 yr young advisor
“I don't have a system where, in three months' time, this thing will pop out.”
Sidrah
3 yr advisor
“Before the appointment I forgot what I discussed with this client, so I have to text them again: 'what did we talk about?'”
Zac
3 yr advisor
“There have been cases where I signed and forgot to follow up about investment… so those have been lost before.”
Brian
Agency leader
“There can be a very random mention like 'my dog loves XYZ.' I don't want to miss any of these points.”
Core Function 01
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. AlterContacts 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 AlterContacts first.
Free
- Early access to AlterContacts
- Feedback taken very seriously
- Free usage throughout build phase
- Secure possible founder pricing
- A direct line to the team