Try the Leading AI Assistant
for Financial Services

4 Weeks Free Trial

Monthly

Yearly (-20%)

Popular

Pro

For ambitious advisors  looking to scale

79€

per month + VAT

Choose Pro

1 Advisor

Included Features

Unlimited call summaries

Notetaker (Teams, Google Meet, Zoom)

Mobile App (iOS, Android)

Desktop-App

Advisory documentation

Free proven TODAY Templates (Die perfekte Altersvorsorge, das perfekte Jahresgespräch)

Coaching insights

Custom data extraction

GDPR & AI Act-compliance

Performance

For ambitious organisations  looking to scale performance

158€

per month + VAT

Choose Performance

2-10 Advisors, Free Manager Seat(s)

Everything in Pro

Cross-Selling-Analyse

Performance-Reports (Conversations and Soft-Skills)

Workshops to define company-specific advisory approaches

Enterprise

For high-performing organisations with highest security and compliance needs

79€

/month per number

Get in touch

10+ Advisors

Everything in Performance

TODAY Simulations - AI Role Play

SSO

Audit logs

Custom CRM-Integrations

Advanced anonymisation

Custom reports

On-premise and regional cloud deployments

Pro