Fin9

Fin9 – Workspace & Meeting Assistant for Wealth Advisors Fin9 provides a dedicated workspace and meeting-bot controls for wealth advisors using Google Meet, Zoom, and Microsoft Teams. Manage your Fin9 meeting bot directly from supported meeting pages, check its current status, prevent duplicate bots, and control the bot during your meetings. Access your Fin9 workspace and OneChat directly from your browser to stay connected with your meetings, conversations, and advisory workflows. Key Features • Meeting-bot controls for Google Meet, Zoom & Microsoft Teams • Start, manage, and remove meeting bots • Detect active meeting bots and prevent duplicates • Restore meeting-bot state when returning to a meeting • Quick access to your Fin9 workspace • Access OneChat directly from your browser • Built for wealth advisory workflows Fin9 — Meeting intelligence and workspace tools for modern wealth advisors.