Pricing
Free 14-day trial included. For custom plans, reach out to us: info@meetwithfocal.com
Pricing
Free 14-day trial included. For custom plans, reach out to us: info@meetwithfocal.com
Pricing
Free 14-day trial included. For custom plans, reach out to us: info@meetwithfocal.com
Save by paying Annually
Light
$50
/month (billed annually)
Exclusively for solo advisors.
Free 14-day trial included. Limited meetings.
AI note-taker
Generated meeting summaries
Intelligently extracted tasks
Drafted email follow-up
Pre-meeting agendas
Pre-meeting client relationship overview
2-way CRM sync
"Ask me anything" search
In-person transcription
Personal Focal phone number
Enterprise-grade security, including SOC 2 Type 2
Free 14-day trial
Basic is limited to 20 meetings/month
72-hour support response window
No collaboration features
No assistant seats
Core
Most Popular
$100
/month (billed annually)
For individual financial advisors and teams.
Free 14-day trial included.
Everything in Basic, plus:
Unlimited meetings
Access to support email
Assistant seats available
Collaboration features
No custom integrations
No dedicated managed support
No custom workflow automations
Enterprise
Contact Us
Professional Services, dedicated managed support, and custom integrations for enterprises.
Everything in Core, plus:
Custom APIs and system integrations
Custom workflow automations
Omni-channel client data aggregation
Enterprise administration and user management
Training and personalized onboarding
Dedicated managed support
Save by paying Annually
Light
$50
/month (billed annually)
Exclusively for solo advisors.
Free 14-day trial included. Limited meetings.
AI note-taker
Meeting summaries
Intelligently extracted tasks
Drafted email follow-up
Pre-meeting agendas
Pre-meeting client relationship overview
2-way CRM sync
"Ask me anything" search
In-person transcription
Personal Focal phone number
Enterprise-grade security, including SOC 2 Type 2
Free 14-day trial
Basic is limited to 20 meetings/month
72-hour support response window
No collaboration features
No assistant seats
Core
Most Popular
$100
/month (billed annually)
For individual financial advisors and teams.
Free 14-day trial included.
Everything in Basic, plus:
Unlimited meetings
Access to support email
Assistant seats available
Collaboration features
Custom integrations
Dedicated managed support
Customizable workflows
Enterprise
Contact Us
Professional Services, dedicated managed support, and custom integrations for enterprises.
Everything in Core, plus:
Custom APIs and system integrations
Custom workflow automations
Omni-channel client data aggregation
Enterprise administration and user management
Training and personalized onboarding
Dedicated managed support
Save by paying Annually
Light
$50
/month (billed annually)
Exclusively for solo advisors.
Free 14-day trial included. Limited meetings.
AI note-taker
Meeting summaries
Intelligently extracted tasks
Drafted email follow-up
Pre-meeting agendas
Pre-meeting client relationship overview
2-way CRM sync
"Ask me anything" search
In-person transcription
Personal Focal phone number
Enterprise-grade security, including SOC 2 Type 2
Free 14-day trial
Basic is limited to 20 meetings/month
72-hour support response window
No collaboration features
No assistant seats
Core
Most Popular
$100
/month (billed annually)
For individual financial advisors and teams.
Free 14-day trial included.
Everything in Basic, plus:
Unlimited meetings
Access to support email
Assistant seats available
Collaboration features
Custom integrations
Dedicated managed support
Customizable workflows
Enterprise
Contact Us
Professional Services, dedicated managed support, and custom integrations for enterprises.
Everything in Core, plus:
Custom APIs and system integrations
Custom workflow automations
Omni-channel client data aggregation
Enterprise administration and user management
Training and personalized onboarding
Dedicated managed support