Used by 1,000+ financial advisers

Select the right plan based on your needs

Standard
Up to 20 hours of meetings
AUD
$139
/mo
Billed monthly / per user / excl. GST
Billed yearly / per user / excl. GST
SAVE 5%
Start your free 21-day trial
Start your free 21-day trial
Inclusions
20 hours limit/user/month
Excess hours covered with Flex Packs

Automatically applied at $50 AUD per pack (excl. applicable taxes) for every 5 hours over.

No additional cost for support staff
Hours aggregated at company level
Key features
Meeting file notes (incl different templates)
Client summary email
Detailed meeting transcript
Ability to tailor templates & options
Platforms: Teams, Zoom, in-person
New features
Automated Letter of Engagement
Automated Notes to Paraplanners
Client Mind Maps
Multi-language meetings supported
PRO
Recommended
*UNLIMITED HOURS*
AUD
$249
/mo
Billed monthly / per user / excl. GST
Billed yearly / per user / excl. GST
SAVE 5%
Start your free 21-day trial
Start your free 21-day trial
Inclusions:
Unlimited hours limit/user/month
Excess hours covered with Flex Packs

Automatically applied at $50 AUD per pack (excl. applicable taxes) for every 5 hours over.

No additional cost for support staff
Early access to new premium features
Everything in Standard, plus
UNLIMITED hours per individual user
Enterprise
For larger teams
Contact Sales
For firms with 10+ Advisors
Speak with Sales
Inclusions
Specifics to meet your needs
Excess hours covered with Flex Packs

Automatically applied at $50 AUD per pack (excl. applicable taxes) for every 5 hours over.

Hours aggregated at company level
And more!
Reach out to get
Custom file note templates (BYO)
Discounted volume pricing
Custom onboarding & training
Dedicated account manager
And more...
Minimum user requirements
  • Microsoft Teams licence: minimum plan level is 'Microsoft 365 Business Basic'
  • Zoom license: minimum Zoom licence plan level is 'Zoom Pro'
  • Must be on a ‘Business Plan’ subscription, as Personal Plans (Teams & Zoom) are not supported

Pricing calculator

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Pricing calculator

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Your savings
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Value created per month
$000
Based on $300 / hour charge out rate
Time saved per month
0hrs
Based on 30 mins to write a filenote, 7 meetings per week for 27 advisors
Based on your usage, the plan recommend is

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