Itineri
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Remember every client.
Plan every trip.

Built for salespeople and relationship managers who travel for client meetings.

See the FAQ See how it works
⌘K to search any client, any city, any time.
itineri.app / trips / us itineri.app / trips / shanghai
Apr 22 — Apr 24 · 3 cities

U.S. trip

6 meetings 2 follow-ups drafted Amtrak route saved
NORTHEAST ATLANTIC NYC · Tue JFK Boston · Wed BOS DC · Thu DCA N
Est. 14h 20m in transit
TUE · 10:30
Coffee · Marin & Hale
Re: Q2 allocation, son's graduation
WED · 14:00
Review · Otsego Partners
Bring updated IPS draft
THU · 09:15
Intro · E. Lindh (referral)
Warm via Koster · NTF mentioned
Mar 14 — Mar 17 · Shanghai

Shanghai swing

6 meetings Lujiazui cluster Hotel · Puli
Century Pk 外滩 THE BUND Pearl Twr PUXI 浦西 PUDONG 浦东 陳 · Fri 王 · Fri Anna · Sat N PVG
~47 km · 3h 20m
FRI · 11:30
陳志明 · 華潤置地
Lujiazui · not seen since Oct
FRI · 14:00
王美玲 · 平安保險
15 min walk from 陳
SAT · 10:00
Anna Liu · Julius Baer
Pudong · rescheduled from last trip
Built with advisors from
Marin & Hale OTSEGO PARTNERS Koster Bros. NORTH & LINDH Ridgewater Capital HARROW TRUST CO. Belleview Advisory Marin & Hale OTSEGO PARTNERS Koster Bros. NORTH & LINDH Ridgewater Capital HARROW TRUST CO. Belleview Advisory
Not clients. Conversations. We built this with the people who'd use it.
The Problem

You remember
the handshake.
The rest is in seven places.

A Gmail thread. A Moleskine you left in the Marriott. A calendar invite you never accepted. A Slack DM from the analyst. The birthday you promised yourself you'd remember.

The relationship doesn't live in any one of them — it lives in the gap between.

“Follow up re: daughter Tuck · muni brief”
— dinner, Sep?
GMAIL · RE: RE: RE: catching up 14 replies
J
James · Tue
"Sounds good, let's circle back after the board mtg."
Y
You · Fri
"Just bumping this 🙏"
Y
You · 11d ago
"Hi James — hope things are well. Attaching the…"
CALENDAR · APR 22 3 conflicts
09:30"Coffee ??"
10:00Tentative — Otsego
10:30Dentist (move?)
14:00Call w/ K. — which one??
“He doesn’t drink coffee anymore — tea.”
SMS
“sounds good”
…to which thing?
14
threads per active relationship, on average
3.2x
cities visited per quarter by a mid-tier AM
41%
of "I'll follow up next week" never happens
0
tools that hold the whole picture at once
Numbers from interviews with 38 account managers at firms under $8B AUM. Rounded, honest.
The product

One quiet place
for the work between meetings.

Itineri sits next to your inbox and calendar. It remembers what was said, plans where you're going, and nudges you when it's time to reach back out — without ever asking you to be a data-entry clerk.

Dashboard

The week, already triaged.

Open Itineri to the three people who need a reply this week — with the context already attached, sorted by urgency.

Tuesday · Apr 21
Needs attention
Overdue · 3 Awaiting · 2 Quiet · 2
Client
State
Latest context
JM
James Marin
Marin & Hale · $42M AUM
Overdue · 2d
Promised muni brief at dinner.
Drafted · 92% confidence
PD
Priya Desai
Desai Family Office · $120M
Overdue · 5d
Asked for intro to E. Lindh in March.
Intro draft ready
KB
Koster family
Koster Holdings · $88M
Awaiting reply
Sent IPS v3 · waiting on sign-off.
Pinged 6d ago
OT
Otsego Trust
Meg Otsego · $56M
Quiet · 42d
Last call was Q1 review.
Nudge suggested · low urgency
Trip planner

Who, where, in what order.

Drop a city and a week. Itineri lays the route around your top clients first, geography second.

Shanghai
Mar 14 – 17, 2026
6 meetings · 4 days
Recommended
陳志明
華潤置地
Added
王美玲
平安保險
Added
Anna Liu
Julius Baer
Suggested
PUXI PUDONG 陳 王 Anna
~47 km · 3h 20m
Day 1 · Fri
11:30 AM
陳志明
2:00 PM
王美玲
4:30 PM
Open slot
Day 2 · Sat
10:00 AM
Anna Liu
Hotels

The hotel that fits the trip.

Forty hotels evaluated against your meetings, your travel days, and the brand you keep going back to.

Best fit
4.8

The Puli Hotel

Jing'an · ★★★★★
HKD 2,200/ night
Free cancel until Mar 13
Why it fits
✓Walks to 3 of your 6 meetings (avg 16 min)
✓52 min to PVG · matches your Mar 17 flight
✓Past stays · ×2, both rated 5/5
Client memory

Every thread, rolled into one shape.

Emails, calls, notes, dinners, birthdays — stitched into a single, honest timeline of the relationship.

JM

James Marin

Score · 82
Marin & Hale · $42M AUM · warm · last met 11d ago
NYC Last touch · 11d Next · Apr 22 · NYC
Draft · reach out
92% confidence
TO · james.marin@marin.com
"James — here's the muni brief I mentioned. Congrats again to your daughter — first week of Tuck must be a whirlwind. Tea at the Langham next time I'm in town?"
Timeline
TODAY · 9:12 AM
Drafted: "Here's the muni brief…"
SEP 22 · DINNER, NYC
"Daughter starts Tuck this fall. Nervous."
AUG 04 · CALL · 14M
Talked Q3 allocation; muni exposure.
Facts Itineri remembers
Drinks tea, not coffee.
Daughter at Tuck · fall '25.
Birthday · Nov 14.
Principles
Never a data-entry chore.

If you have to type it twice, we built it wrong.

Quiet, not clever.

No confetti. No streaks. One good nudge at a time.

Your data, your room.

Encrypted at rest, exportable in a click, never trained on.

FAQ

Questions we hear,
honestly answered.

Still have one? hello@itineri.app — a real person will write back, usually same-day.

01 Is this just another CRM? ＋
No. A CRM is a spreadsheet with better clothes — it asks you to log the thing that already happened. Itineri reads from your inbox, calendar, and notes, so the work between meetings is already done by the time you open it. You're the advisor; we're the memory.
02 Where does my data live? ＋
On a private, encrypted-at-rest workspace keyed to your firm. We never train models on your client data, we never sell it, and you can export the whole thing to JSON or PDF in one click. SOC 2 Type II is in-flight; happy to share the letter of engagement.
03 Do I have to log notes after every meeting? ＋
Never. Dictate a voice memo on the cab ride, forward an email, or scribble a line in Apple Notes — Itineri folds it into the right client's timeline automatically. If you have to type the same thing twice, we built it wrong.
04 Does it work with my firm's compliance stack? ＋
Yes. Native archival to Smarsh, Global Relay, and Proofpoint; read-only integrations with Redtail, Salesforce FS Cloud, and Wealthbox if your firm already runs one. Drafts stay on your device until you approve them.
05 How is it priced? ＋
Per-seat, per-month, no AUM tax. First cohort is priced at $39/seat with founding-member pricing locked for three years. Teams of 10+ get a private onboarding week with the founders.
06 When can I actually use it? ＋
We're onboarding a small cohort each month through Q3 2026, starting with advisors already on our shortlist. General availability opens this fall. Write to us — we'll tell you honestly where you sit in the queue.
Early access

Join the waitlist

We're onboarding a small cohort each month. Leave your email and we'll let you know where you sit in the queue.