HUMAN + AI FOR FINANCIAL SERVICES
Pricing for Advisor-Led AI Workflows
Keep advisors and designated reviewers in control. Use AI to prepare client communication drafts, portfolio notes, meeting summaries, and onboarding tasks within firm-defined policies and approval gates.
14-day free trial
A valid credit card is required before activation. You will not be charged during the trial. Unless you cancel before it ends, your selected monthly plan starts automatically and your card is charged. We’ll send a reminder before the first charge.
Starter
$399/mo
For solo advisors and new RIAs. Human-reviewed email drafts and meeting summaries.
- ✓ 100 client emails / mo
- ✓ Meeting summary generation
- ✓ Portfolio note drafts
- ✓ Basic CRM sync ( Redtail, Wealthbox )
Best Value
Pro
$799/mo
For growing practices and mid-tier teams. Governed workflows across the client lifecycle.
- ✓ 500 client emails / mo
- ✓ Compliance-reviewed email templates
- ✓ Fact sheet + KID generation
- ✓ Full CRM sync ( Salesforce, Redtail, HubSpot, Wealthbox )
- ✓ Priority support
Business
$1,299/mo
For enterprise advisory firms. Multi-advisor ownership, custom rules, and integrations.
- ✓ Unlimited client emails
- ✓ Up to 10 advisors per seat
- ✓ Custom compliance rules
- ✓ White-label client portal
- ✓ Dedicated success manager
Frequently Asked Questions
How do compliance approvals work?
Your firm defines approved templates, policies, and review gates. AI prepares work within that scope, while designated people review communications and retain final authority before regulated actions.
Can it integrate with my existing stack?
Pro and Business plans include native integrations for Salesforce, Redtail, Wealthbox,
and more via n8n or Zapier.
Is there a setup fee?
No setup fees on any plan. Pro includes self-service onboarding; Business includes
white-glove setup with a dedicated specialist.