Meeting notetaker / Meeting compliance Pro

What your advisors say, reviewed against SEC rules

When a meeting ends, Vega runs the transcript through the same compliance review as your outbound email. The conversation gets read, the risk gets ranked, and your team hears about the ones that matter.

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Review queue

8,412 reviews · 14 advisors

All statuses

Compliance review queue, by advisor, risk level and status
Advisor	Risk	Status	Generated
Michael Carter m.carter@example.com	High	Open Addressed	Wed, Sep 2, 2026, 4:48 PM
Emily Johnson e.johnson@example.com	Medium	Open	Wed, Sep 2, 2026, 2:12 PM
David Wilson d.wilson@example.com	Medium	Addressed	Tue, Sep 1, 2026, 11:40 AM
James Miller j.miller@example.com	Low	Dismissed	Fri, Aug 28, 2026, 9:25 AM

Spoken advice, held to the written standard

Every meeting, not a sample

Each client conversation Vega captures on Zoom, Teams, Google Meet, or a phone call is reviewed after the call, so what is said out loud stops being the part of the record nobody reads.

The same pipeline as your email

Transcripts run through the review your outbound email already goes through, and land on the same scale: none, low, medium, high, or critical. One standard, whichever channel the advice went out on.

Alerts on real risk

When a meeting scores high, your compliance admin gets an email explaining what was flagged, why it matters, and the recommended next step.

Nobody clears their own flag

Every review carries a status: open, addressed, or dismissed. An advisor can read a flag raised on their own meeting but cannot close it, because that would be a self-review, so triage stays with your firm admins and every change records who made it and when.