Pricing

Your AI research desk, ready now

Two plans. No per-seat pricing, no AUM cuts. Just a flat monthly rate for an analyst that works 24/7.

Analyst
$ 300 /mo

Daily intelligence and on-demand research for advisors who want to move faster.

Most Popular
Desk
$ 500 /mo

The full research desk. Unlimited memos, portfolio alerts, compliance trail, and client-ready exports.

Full Feature Comparison

Feature Analyst Desk
Daily AI morning briefing ✓ ✓
Market data dashboard ✓ ✓
Email delivery of briefings ✓ ✓
Briefing history & timeline ✓ ✓
On-demand investment memos 10 / month Unlimited
Custom ticker watchlists — ✓
Portfolio drift alerts — ✓
Compliance audit trail — ✓
Client-ready PDF export — ✓
Multi-portfolio support — ✓

Questions

What counts as an "on-demand investment memo"?
Any AI-generated research note you trigger outside of your daily briefing. Earnings analysis, sector deep-dives, individual ticker research, or custom prompts all count as one memo.
Can I upgrade from Analyst to Desk later?
Yes. You can upgrade at any time and the change takes effect immediately. You'll be prorated for the remainder of your billing cycle.
Is there a contract or commitment?
No. Both plans are month-to-month. Cancel anytime from your account settings, no questions asked.
How does the compliance audit trail work?
Every investment memo generated on the Desk plan includes a timestamped log of inputs, data sources, and model reasoning. This gives you a defensible record for regulatory review.
What format are the PDF reports?
Clean, white-labeled PDFs ready to share with clients. They include your firm name, the research content, market data, charts, and compliance disclosures.