Pricing
Light
For financial advisors who want to try Focal.
Free trial
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Automated note-taking & transcripts.
Instant AI meeting summaries tailored to your meeting structure.
CRM meeting summary sync.
Core
For individual financial advisors and teams.
$64/month/user
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Everything in Light, plus...
Smart search across client communications.
Generated meeting agendas and tasks.
Auto-update your CRM with notes and tasks.
AI-drafted follow-up.
Upload and ask questions for client documents.
Core + Compliance
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Everything in Core, plus...
AI-powered screening, alerts, rules across communication channels.
Detect and track resolutions for off-channel communications, conflicts of interest, and policy breaches.
Dedicated account manager and integration specialist.
Communications capture, archiving, & monitoring.
& more.