New South Wealth
INTRA
01
What It Is
The SOP Notebook is a centralized, AI‑assisted knowledge base for your firm. It consolidates SOPs, checklists, workflows, and contacts into one searchable source of truth.
02
How It Works
The SOP Notebook is a centralized, AI‑assisted knowledge base for your firm. It consolidates SOPs, checklists, workflows, and contacts into one searchable source of truth.
Providing secure, scalable, and decentralized solutions for critical information retrieval.
03
Why it matters
It reduces errors and search time, standardizes execution with checklists, and speeds up onboarding. Teams get faster, consistent answers backed by auditable sources.
Trusted
Version‑controlled,
Change welcomed,
Frontier Ready.
Onboard ready: Train new team members faster
Connected: Integrates with Morningstar, Bloomberg, Seeking Alpha
01
What It Is
The SOP Notebook is a centralized, AI‑assisted knowledge base for your firm. It consolidates SOPs, checklists, workflows, and contacts into one searchable source of truth.
02
How It Works
The SOP Notebook is a centralized, AI‑assisted knowledge base for your firm. It consolidates SOPs, checklists, workflows, and contacts into one searchable source of truth.
Providing secure, scalable, and decentralized solutions for critical information retrieval.
03
Why it matters
It reduces errors and search time, standardizes execution with checklists, and speeds up onboarding. Teams get faster, consistent answers backed by auditable sources.
ALWAYS CONNECTED
Password Protected
Google One Cloud Secure
Data encryption
Psych-Notion Secure
Text alerts
WhatApp Integration Easy to Set Up