Free trial: $100 in credits, no credit card required. Plus: $30/user/month with $30 usage included. Pro: $100/user/month or $200/user/month with corresponding usage included, each with pay-as-you-go beyond included usage.
Not given
Key features
Browser automation and computer control
Agentic apps built automatically without coding
Integration with frontier AI models from multiple providers
Works across team communication channels like Slack, Email, and Telegram
Media generation with 300+ image, video and audio models
Autonomous 24/7 cloud execution
Pre-built agent templates for sales, operations, marketing and support
Sandboxed agent execution with permission controls
Comprehensive audit logging of all agent actions
Open source and self-hostable under MIT license
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
What makes it different
No coding required to create and deploy agents
Shared team workspace for managing multiple AI agents together
Built-in safety and security with sandboxed execution and full audit trails
Agents run autonomously 24/7 in the cloud with scheduled and event-based triggers
Open source with option to self-host on your own infrastructure
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
Gamut
Finpilot