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

360 client profiles

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

360 client profiles

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

360 client profiles

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