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

Drafted email follow-up

Intelligently extracted tasks and task descriptions

Pre-meeting agendas

Pre-meeting client overview

"Ask me anything" search

In-person, virtual, and phone transcription

2-way CRM sync for dynamic client profiles

Accurate speaker identification

No recorded audio or video (per regulatory requirement)

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:

Focal AI Agent
(self-manage work across tools)

Custom workflow automations, including form-filling

Custom integrations and APIs

Configurable and embeddable deployment options

Enterprise administration and user management

Dedicated training, implementation, and onboarding

Managed real-time 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

Drafted email follow-up

Intelligently extracted tasks and task descriptions

Pre-meeting agendas

Pre-meeting client overview

"Ask me anything" search

In-person, virtual, and phone transcription

2-way CRM sync for dynamic client profiles

Accurate speaker identification

No recorded audio or video (per regulatory requirement)

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:

Focal AI Agent
(self-manage work across tools)

Custom workflow automations, including form-filling

Custom integrations and APIs

Configurable and embeddable deployment options

Enterprise administration and user management

Dedicated training, implementation, and onboarding

Managed real-time 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

Drafted email follow-up

Intelligently extracted tasks and task descriptions

Pre-meeting agendas

Pre-meeting client overview

"Ask me anything" search

In-person, virtual, and phone transcription

2-way CRM sync for dynamic client profiles

Accurate speaker identification

No recorded audio or video (per regulatory requirement)

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:

Focal AI Agent
(self-manage work across tools)

Custom workflow automations, including form-filling

Custom integrations and APIs

Configurable and embeddable deployment options

Enterprise administration and user management

Dedicated training, implementation, and onboarding

Managed real-time support