Zeplyn calls itself an agentic operating system for wealth management and says it is trusted by RIAs and enterprise wealth firms. The company is in New York. It takes notes without a recording, writes tasks into the CRM, and fills forms from the conversation. Briefi also prepares you, captures the meeting and drafts the follow-up, then goes on to the fee arrangement, the signature and the document request, kept on the household. A US firm whose stack is Salesforce, Wealthbox or Redtail, and that does not want audio kept, should look at Zeplyn. A practice that wants the paperwork finished inside the same record should look at Briefi.
What each does today. Each line in the Zeplyn column links to the page it came from, and a row exists only where those pages gave us something to check.
| Briefi AdvisorPlans from A$49 a month | Zeplyn | |
|---|---|---|
| Capturing the meeting | ||
| How the conversation is captured | Briefi AdvisorRecords and transcribesA bot or the browser from Pro, or the standalone recorder in the room | ZeplynRecording-freeDescribes notes across virtual and in-person meetings, phone calls and dictation, without a recording2 |
| Meeting prep | Briefi AdvisorYesA brief written before you meet, from what Briefi already holds on the household | ZeplynYesAssembles a relationship recap and agenda, with each fact traceable to its source2 |
| Structured notes | Briefi AdvisorYesA recap is written in the language of the meeting, with the actions listed | ZeplynYesFirm-wide templates with adviser-level personalisation2 |
| After the meeting | ||
| Follow-up email | Briefi AdvisorYesDrafted in Briefi for you to check, then sent from your own mailbox | ZeplynYesFollow-up emails drafted in your voice3 |
| Tasks in your CRM | Briefi AdvisorActions in BriefiEach action has an owner in Briefi’s register, and a meeting can be pushed to ten CRMs from Pro and on the Advisor plans. More connections are rolling out progressively. | ZeplynYesCreates and assigns CRM tasks automatically; its logos include Salesforce, Wealthbox, Redtail, HubSpot and Tamarac21 |
| Forms and onboarding | Briefi AdvisorYesA fact-find and an advice fee agreement are ready to copy and change, and the client signs them | ZeplynYesPre-fills forms and opens accounts from the meeting, feeding CRMs, plans or document vaults23 |
| Signing, data and price | ||
| Signing and document requests | Briefi AdvisorYesSigning, and requests that the client answers by upload | ZeplynNot statedThe pages we read do not mention signing or document requests12 |
| Where data is held | Briefi AdvisorStored in SydneySome processing uses providers overseas. The Security page lists them. | ZeplynRegion not namedStates that audio is not stored and that the product can be deployed in your own VPC, and names no hosting region41 |
| Published price | Briefi AdvisorYesEach plan has a monthly price on the pricing page | ZeplynNot publishedPages invite you to book a demo and show no figure12 |
Different answers to the same question about recording. Briefi keeps the transcript; Zeplyn says it keeps no audio. Which you prefer is a policy choice for your firm, not a ranking.
An adviser meets a household for a review: a brief before, notes in the room, tasks afterwards, a follow-up and some paperwork to finish. What we show for Zeplyn is limited to the wording of its pages, read on 16 October 2026.
It assembles a relationship recap and agenda in seconds, with briefs where every fact is traceable to its source.2
A brief is written before you meet, drawn from what Briefi already holds on the household and what is still open.
Notes are captured in real time without a recording, with compliance checklists and agenda prompts shown as you go.2
Briefi joins by bot from Pro, records in the browser, or listens through the standalone recorder in person. Live captions come with Pro and up.
Tasks are created and assigned in the CRM after every meeting.2
The recap lists the actions and gives each an owner. A meeting can be pushed to a CRM so the record is there too.
Follow-up emails are drafted in the adviser’s own voice.3
The draft sits in Briefi for you to read and change, then goes out from your Gmail, Microsoft 365 or SMTP mailbox.
Forms are pre-filled from the meeting and routed to CRMs, plans or document vaults. Signing is not mentioned on the pages we read.231
The form is completed by the client and signed online, with a certificate page that records the time and device. The copy is filed to the household.
Where the deciding point is audio, write-back or in-room prompts, Zeplyn is the likelier fit.
Zeplyn describes recording-free notes, and its security page says it does not store meeting audio and has zero data retention agreements with its AI providers. If your firm would rather hold no audio at all, that is a real difference. Briefi records and transcribes.24
It states more than thirty deep integrations, and its home page shows Salesforce, Wealthbox, Redtail, HubSpot and Tamarac. Briefi pushes a meeting to ten CRMs and offers an API, and more connections are rolling out progressively.21
Built-in compliance checklists and real-time agenda prompts appear in the room, with an adviser reviewing the output and personal data redacted automatically.21
Zeplyn states that it is SOC 2 Type II certified on its security page, and mentions deployment in your own VPC on its home page.41
Zeplyn’s pages end where the work goes back to the CRM. Briefi keeps going.
Each ongoing fee carries its reference day and a consent window, and Briefi shows it as current, open, due or lapsed. This is for Australian workspaces only.
The guide, the privacy statement and the fee agreement can go out together. Each person signs for themselves, and the signed copies are filed to the household.
A request goes to the client, who answers by upload. You see what has come back and what has not, and a portal, once switched on, shows the arrangement beside it.
Briefi does not write the Statement of Advice, so the advice and your duties stay with you. Recaps follow the meeting’s language, while the app and its built-in forms are English only.
How the whole record fits together is on the Advisor page.
A Briefi plan is priced per plan, not per user, with its seats, the size of your book and allowances listed on the pricing page. Zeplyn’s pages invite you to book a demo and show no figure, so none is stated here. Ask them for a quote and say how many advisers you have.
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
None of the Zeplyn pages we read mention Australia or the UK. The company is in New York and speaks to RIAs and wealth firms. We have not claimed it is or is not offered elsewhere, so ask them directly.
Yes. Briefi transcribes the conversation and keeps the transcript against the meeting, so you can check the recap and the actions against what was said. Zeplyn describes recording-free notes and says it does not store meeting audio.
GoHighLevel, HubSpot, Monday, Pipedrive, Close, Copper, ActiveCampaign, Salesforce, Zoho CRM and Microsoft Dynamics 365, from Pro and on the Advisor plans. More connections are rolling out progressively, and the public API lets another tool read meetings and contacts.
Briefi supplies the forms, including a fact-find and an advice fee agreement, and the client completes and signs them. It does not claim to pre-fill them from what was said, which Zeplyn describes.
No. Briefi records, summarises and tracks. The advice, the wording of the statement and your duties stay with you and your licensee.
Its security page says it does not store meeting audio, that it holds zero data retention agreements with its AI providers and that it encrypts traffic with TLS 1.3 or later. It does not name a hosting region. Briefi’s Security page lists its providers and where each sits.
Yes. Keep your current notes tool for existing meetings and run a few new households through Briefi, then compare what you were left with at the end of each.
Last reviewed 16 October 2026. Facts about Zeplyn come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
7 sources cited, and 4 competitor pages read. Next review due 15 January 2027.
Seen something out of date? Write to support@briefi.sh and we will check it.
Briefi’s own pages