AI-powered meeting notes and relationship intelligence platform for financial advisors and professionals, with CRM sync and pre-meeting briefs.
Active plans
3
Total changes
3
Last change
Jun 11, 2026
Price trend
Changes in 12 months
3
Cadence
Multiple changes per day
Direction
New plan recently added
Category position
—
Not enough peers tracked yet
$89/mo billed annually ($1,068/yr)
Last 3 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jun 11, 2026 | Enterprise | new plan | — | — | — |
| Jun 11, 2026 | Assistant | new plan | — | $69 | — |
| Jun 11, 2026 |
Be the first to flag a competitor.
$69/mo billed annually ($828/yr)
| Advisor |
| new plan |
| — |
| $89 |
| — |
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