choose your plan

free trial

A free 14-day trial for financial professionals to explore capabilities. Upgrade any time.

free

14 days

Up to 1,000,000 tokens
Approximately 20 chat completions
Cancel before you are charged
Upgrade any time

start free trial

recommended

individual plan

For advisers, broker-dealers, distributors, fund sponsors, and service providers.

$200

per month

1 user
10,000,000 tokens
Approximately 200 chat completions
Upgrade or cancel any time

choose individual plan

team plan

For advisers, broker-dealers, distributors, fund sponsors, and service providers with multiple users.

$399

per month

3 users included | additional users: $100 each
30,000,000 tokens
Approximately 600 chat completions
Upgrade or cancel any time

choose team plan

Secure Checkout

All payments are securely processed via Stripe. Your billing details are encrypted and handled in full compliance with PCI DSS standards.

PCI DSS Compliant

SSL Encryption

What payment methods do you accept?

We accept all major credit cards including Visa, MasterCard, and American Express, as well as secure payments via Stripe.

Can I cancel my plan later?

Yes — you can cancel anytime. Subscriptions are paid monthly in advance. You'll continue to have access for the remainder of the billing period in which you cancel.