White-label client dashboard for AI voice agent agencies
Stage
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Founded
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Based in
US
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Pricing model
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Freemium
Pricing
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Starter: $1,200/year (save $240 with annual billing, or $120/month), includes 3 clients and $15/client for additional clients. Growth: $3,000/year (save $600 with annual billing, or $300/month), includes 5 clients and $12/client for additional clients. Ultimate: $6,000/year (save $1,200 with annual
Key features
AI-powered document chat interface for instant analysis of manager documents and internal memos
Automated report generation with AI agents for complex background tasks
Automatic data extraction from financial documents
Matrix tool for side-by-side comparison of managers and funds
AI Research Hub for zero-effort document organization and management
Actions and alerts for continuous monitoring of document changes
Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
100% verifiable outputs with precise citations to source documents
SOC 2 Type II compliance for enterprise-grade security
Strict data segregation ensuring client data remains confidential
White-label client dashboard for analytics and service management
Visual workflow builder to automate agent-to-app integrations
Support for Retell, Vapi, and ElevenLabs agents
Automated usage-based billing connected to Stripe
Unlimited workflow transactions included
Custom domain and branding options
Secure client onboarding for API integrations
Pre-built workflow solution library
HIPAA compliance and Business Associate Agreement available
What makes it different
Purpose-built for allocators and wealth managers unlike generic AI tools
Processes thousands of documents at scale far beyond generic AI tools
Eliminates manual data entry with AI-native CRM that builds records from documents
Customizable to organization's workflows, templates, and investment processes
Eliminates need for manual invoicing and spreadsheet-based client management
Removes dependency on separate workflow automation tools like Zapier
Supports multiple billing models and performance-based pricing options
Allows tiered service delivery with customizable client portal access
Native workflow engine built for reliability without webhook complexity
Finpilot
ChatDash