Advisor
$49.99/ month
Per advisor, billed monthly
Clients, pipeline and policies · Personal production tracking · AI transcription and fact extraction
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Your advisory work,
in one place.
Keep clients, pipeline, policies, and production connected. Turn notes and recordings into facts you review before saving.
Client context, together
Keep relationships, records, and policies connected.
A clear view of your business
Follow your pipeline and production in one workspace.
AI prepares. You decide.
Review facts extracted from your notes and recordings.
One subscription. AI included.
Annual · 2 months free
Leader
$69.99/ month
Per leader, billed monthly
Everything in Advisor · Team dashboard and production oversight · Invitations and team management
AI included. No separate usage charges.
Prices in US dollars, before applicable taxes.