Free (with own API keys or starter credits), Plus $25/mo ($14.50 credits), Pro $50/mo ($38 credits), Studio $100/mo ($85 credits), Max $200/mo ($180 credits). Top ups from $5 to $200.
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
Integrates with 43 MCP connectors and plugins from Claude, Codex, and Cursor
Real-time interaction while agent works without requiring approval clicks
Media creation including image, video, and 3D model rendering in Blender
Available on desktop, iPhone, Chrome extension with synchronized memory across devices
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
Checks her own work and refuses false claims before reporting results
Integrates seamlessly with your existing tools and workflows across 40+ services
Finpilot
Mori