Simple pricing for smarter questions
Capture your intelligence, protect your IP, and turn expertise into structured knowledge.
Every plan includes a 7-day free trial. No credit card required to start.
Operator Seat
$49/mo
7-day free trial
Everything you need to capture and preserve your expertise from day one.
Start Operator Seat Trial- Brain-powered client management
- ACE automated client experience
- Smart intake forms
- Client knowledge base
- 50 clients
- Basic seasonal trends
- 1 seat
- Email support
Most Popular
Boardroom Modeler
$149/mo
7-day free trial
Full intelligence cockpit with pattern recognition and automated workflows.
Start Boardroom Modeler Trial- Everything in Operator Seat, plus:
- Unlimited clients
- Advanced seasonal trend analysis
- Full Brain with pattern recognition
- AI6 agents (Gemini + ChatGPT + Grok included)
- BYOK premium agents (Claude, Perplexity)
- Automated workflows
- 3 seats
- Priority support
Portfolio Cockpit
$497/mo
7-day free trial
Command center with white-glove onboarding, custom training, and SLA.
Start Portfolio Cockpit Trial- Everything in Boardroom Modeler, plus:
- White-glove onboarding
- Custom Brain training
- Multi-location support
- 5 seats
- API access
- Custom integrations
- SLA guarantee
Compare plans
| Feature | Operator Seat | Boardroom Modeler | Portfolio Cockpit |
|---|---|---|---|
Client Management | |||
| Brain-powered client management | |||
| ACE automated client experience | |||
| Smart intake forms | |||
| Client knowledge base | |||
| Client limit | 50 | Unlimited | Unlimited |
Intelligence & AI | |||
| Seasonal trend analysis | Basic | Advanced | Advanced |
| Full Brain with pattern recognition | |||
| AI6 agents (Gemini + ChatGPT + Grok) | |||
| BYOK premium agents (Claude, Perplexity) | |||
| Automated workflows | |||
| Slack to Brain (dictate, capture, reminders) | |||
| Custom Brain training | |||
Team & Support | |||
| Seats | 1 | 3 | 5 |
| Support level | Priority | Priority + Dedicated | |
| White-glove onboarding | |||
| Multi-location support | |||
| API access | |||
| Custom integrations | |||
| SLA guarantee | |||
Every plan includes a 7-day free trial. Start building smarter today.
Start Boardroom Modeler Trial