Free plan with 20 credits; Starter $20/month (500 credits); Pro $50/month (2,000 credits); Max $100/month (5,000 credits). Annual plans available with 20% discount.
Not given
Key features
Learns your writing style and communication patterns
Drafts messages and waits for approval
Connects to Gmail, Outlook, Zoho Mail, WhatsApp, Slack, LinkedIn, Instagram, Google Calendar, Notion, Linear, Google Drive, Zoom, Stripe
Unified memory across all conversations and channels
Handles email triage, drafting, and replying
Optional automatic sending on trusted channels
End-to-end encryption and enterprise-grade security
Jarvis Mode for live conversation
Ask Mae any question from your conversation history
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
Works across entire communication stack, not just email
Contextual memory remembers conversations from weeks ago
Costs fraction of executive assistant salary
Control without micromanagement with customizable approval thresholds
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
Mae
Finpilot