FINANCIAL SERVICES AI EMPLOYEE
Pricing for Financial Advisors & Wealth Managers
Hire an AI Employee for compliance-safe client communications, portfolio note drafting, meeting summarization, and investor onboarding—in hours, not quarters.
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. Email drafts + 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. Full client lifecycle automation.
- ✓ 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 + white-label + custom integrations.
- ✓ Unlimited client emails
- ✓ Up to 10 advisors per seat
- ✓ Custom compliance rules
- ✓ White-label client portal
- ✓ Dedicated success manager
Frequently Asked Questions
Is the AI compliant with SEC and FINRA rules?
Yes. All communications are drafted using firm-approved templates and reviewed by your
designated compliance gate before sending. Full audit trails are maintained.
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.