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 up 3 users.
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