mumbl
Built for advisors handling NPI

Document faster.
Without the compliance headache.

Financial advisors handle Nonpublic Personal Information every day. Cloud transcription tools create discoverable records on third-party servers. Mumbl keeps everything on your device.

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macOS & Windows · iOS coming soon — Keep NPI off the cloud

"met with the hendersons today and they want to retire in 5 years but their portfolio is too aggressive we need to shift 30 percent into fixed income""the client called freaking out about the market drop and I told them to stay the course we rebalanced last quarter""need to document that I recommended the client not put all their inheritance into a single stock even though they're insisting""the roth conversion makes sense this year because their income is lower due to the sabbatical we can convert about 80k""the new client has like 4 old 401ks and a couple random IRAs and we need to consolidate everything first""the client's beneficiary designations haven't been updated since their divorce and that could be a huge problem""met with the hendersons today and they want to retire in 5 years but their portfolio is too aggressive we need to shift 30 percent into fixed income""the client called freaking out about the market drop and I told them to stay the course we rebalanced last quarter""need to document that I recommended the client not put all their inheritance into a single stock even though they're insisting""the roth conversion makes sense this year because their income is lower due to the sabbatical we can convert about 80k""the new client has like 4 old 401ks and a couple random IRAs and we need to consolidate everything first""the client's beneficiary designations haven't been updated since their divorce and that could be a huge problem""met with the hendersons today and they want to retire in 5 years but their portfolio is too aggressive we need to shift 30 percent into fixed income""the client called freaking out about the market drop and I told them to stay the course we rebalanced last quarter""need to document that I recommended the client not put all their inheritance into a single stock even though they're insisting""the roth conversion makes sense this year because their income is lower due to the sabbatical we can convert about 80k""the new client has like 4 old 401ks and a couple random IRAs and we need to consolidate everything first""the client's beneficiary designations haven't been updated since their divorce and that could be a huge problem"
"Client meeting with the Hendersons: target retirement in 5 years. Current portfolio allocation is overly aggressive for this timeline. Recommend shifting approximately 30% into fixed income.""Client contacted with concerns regarding recent market volatility. Advised maintaining current position. Portfolio was rebalanced last quarter and remains aligned with documented risk tolerance.""Documentation: Advised client against concentrating inheritance proceeds in a single equity position. Client expressed preference to proceed despite recommendation to diversify.""Roth conversion opportunity: client's current-year income is reduced due to sabbatical. Recommend converting approximately $80,000 while remaining within the 22% marginal tax bracket.""New client holds four 401(k) accounts from prior employers and multiple IRA accounts. Priority is to consolidate and establish a comprehensive asset inventory before developing a plan.""Critical action item: client's beneficiary designations have not been updated since divorce. Current designations may direct assets to former spouse. Immediate update required.""Client meeting with the Hendersons: target retirement in 5 years. Current portfolio allocation is overly aggressive for this timeline. Recommend shifting approximately 30% into fixed income.""Client contacted with concerns regarding recent market volatility. Advised maintaining current position. Portfolio was rebalanced last quarter and remains aligned with documented risk tolerance.""Documentation: Advised client against concentrating inheritance proceeds in a single equity position. Client expressed preference to proceed despite recommendation to diversify.""Roth conversion opportunity: client's current-year income is reduced due to sabbatical. Recommend converting approximately $80,000 while remaining within the 22% marginal tax bracket.""New client holds four 401(k) accounts from prior employers and multiple IRA accounts. Priority is to consolidate and establish a comprehensive asset inventory before developing a plan.""Critical action item: client's beneficiary designations have not been updated since divorce. Current designations may direct assets to former spouse. Immediate update required.""Client meeting with the Hendersons: target retirement in 5 years. Current portfolio allocation is overly aggressive for this timeline. Recommend shifting approximately 30% into fixed income.""Client contacted with concerns regarding recent market volatility. Advised maintaining current position. Portfolio was rebalanced last quarter and remains aligned with documented risk tolerance.""Documentation: Advised client against concentrating inheritance proceeds in a single equity position. Client expressed preference to proceed despite recommendation to diversify.""Roth conversion opportunity: client's current-year income is reduced due to sabbatical. Recommend converting approximately $80,000 while remaining within the 22% marginal tax bracket.""New client holds four 401(k) accounts from prior employers and multiple IRA accounts. Priority is to consolidate and establish a comprehensive asset inventory before developing a plan.""Critical action item: client's beneficiary designations have not been updated since divorce. Current designations may direct assets to former spouse. Immediate update required."

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Every client meeting, documented in seconds.

Mumbl turns your post-meeting voice note into formatted records instantly.

You said

"just wrapped up a review meeting with the Hendersons and they want to rebalance toward more conservative holdings now that they're getting closer to retirement, they're also asking about long-term care insurance and I want to schedule a follow-up in about 60 days to review the updated allocation"

Mumbl output — Client Note

Client review meeting completed with the Henderson household. Clients expressed preference to shift portfolio toward more conservative holdings in anticipation of approaching retirement. Long-term care insurance was raised as a topic of interest. Follow-up meeting to be scheduled in 60 days to review revised allocation.

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My favorite thing about Mumbl is its simplicity. There aren't any loops you have to go through to make it work and it's intertwined with my device really well. Right now I mainly use Mumbl for school work!

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I was unsure on how I would feel talking to my computer, but I figured I'd give it a try. Turned out 10x better than I had expected. It's crazy how much time has already saved me!

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Porter GardinerFounder of getfurnace.io
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I was unsure on how I would feel talking to my computer, but I figured I'd give it a try. Turned out 10x better than I had expected. It's crazy how much time has already saved me!

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Porter GardinerFounder of getfurnace.io
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Mumbl User
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Mumbl User
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Mumbl User
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SEC compliance means every client interaction needs documentation. Now I dictate a two-minute summary after each meeting and Mumbl handles the rest. All on my machine, nothing in the cloud.

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Mumbl User
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When a client calls panicking about the market, the last thing I want to worry about is whether my transcription tool is sending their financial details to some server. Mumbl keeps everything local.

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Mumbl User
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I document 30+ client interactions a week. Mumbl saves me at least an hour a day. The AI cleanup turns my rambling into something I'd actually put in a client file.

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Mumbl User
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SEC compliance means every client interaction needs documentation. Now I dictate a two-minute summary after each meeting and Mumbl handles the rest. All on my machine, nothing in the cloud.

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Mumbl User
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When a client calls panicking about the market, the last thing I want to worry about is whether my transcription tool is sending their financial details to some server. Mumbl keeps everything local.

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Mumbl User
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Mumbl User
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SEC compliance means every client interaction needs documentation. Now I dictate a two-minute summary after each meeting and Mumbl handles the rest. All on my machine, nothing in the cloud.

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Mumbl User
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When a client calls panicking about the market, the last thing I want to worry about is whether my transcription tool is sending their financial details to some server. Mumbl keeps everything local.

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Mumbl User
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Mumbl User
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SEC compliance means every client interaction needs documentation. Now I dictate a two-minute summary after each meeting and Mumbl handles the rest. All on my machine, nothing in the cloud.

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Mumbl User
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When a client calls panicking about the market, the last thing I want to worry about is whether my transcription tool is sending their financial details to some server. Mumbl keeps everything local.

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The problem with cloud transcription

"AI tools routinely store user data and, in some cases, train on such data to improve performance." — Kitces on financial advisor compliance.

Books and Records rules require AI-generated meeting notes to be preserved — but on whose server?

Section 206(2) of the Advisers Act makes negligent AI errors your liability, not the AI vendor's.

Mumbl processes locally. Your client notes stay on your machine, under your control, no vendor in the middle.

How professionals use Mumbl

Draft client meeting recaps for CRM

Dictate financial plan summaries after consultations

Document compliance observations by voice

Write follow-up emails to clients 3x faster

Your voice never leaves your device

Voice
Your Device
No Cloud

Mumbl processes everything locally using Whisper AI. No cloud uploads. No servers. No data collection. Your words stay yours.

100% local processing
No audio uploads
No data collection

Simple, transparent pricing

Start free with 10 transcriptions per week. Upgrade anytime for unlimited.

FreeAlways Free
$0forever

10 transcriptions per week. Perfect to get started.

  • 10 transcriptions per week
  • All formatting styles
  • 100% local processing
  • No credit card required
UnlimitedSave 45%
$6.58/month
$79 billed annually

Unlimited transcriptions. Best value.

  • Unlimited transcriptions
  • All formatting styles
  • 100% local processing
  • Priority support
Lifetime
$200one-time

Pay once, use forever. All future updates included.

  • Unlimited transcriptions
  • All formatting styles
  • 100% local processing
  • Priority support
  • All future updates

Need Mumbl for your advisory firm?

Deploy across your firm with per-seat licensing. Each installation runs independently on the advisor's device. No shared servers, no centralized data store, no firm-wide breach vector.

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Frequently asked questions

How does this fit into my compliance framework?

Mumbl removes the third-party data risk entirely. No audio is transmitted, no vendor stores your data, and no BAA or vendor agreement is needed. Your compliance team only has to worry about your own device security.

Can I use it for meeting recaps?

Yes. After a client meeting, hit a hotkey, speak your notes naturally, and Mumbl transcribes and formats them professionally. Great for CRM entries, follow-up emails, or internal documentation.

What about the Books and Records requirement?

Mumbl gives you formatted text that you save wherever your firm stores records. Since the transcription happens on your device, you maintain full control of the record from creation to archival.

Ready to write faster?

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macOS & Windows • iOS coming soon • Free forever