Earn more in your
Sales Business
with AI super power!
Earn more in your
Sales Business
with AI super power!
Empower your Sales Managers with the must have tool!
Empower your Sales Managers with the must have tool!
Empower your Sales Managers with the must have tool!
Personalized advice for each customer in just 1 click!
Personalized advice for each customer in just 1 click!
Personalized advice for each customer in just 1 click!
Simple. Smart. For daily tasks.
Simple. Smart. For daily tasks.
Simple. Smart. For daily tasks.
Discover how the solution can help to serve customers!
Request a Demo!
FIX PRICE for Company Pilot period
4 weeks to measure boost and efficiency!
$499
Compare metrics between 2 sub-groups of managers:
who work as before
who use the product
Make a purchase decision based on metrics!
FIX PRICE for Company Pilot period
4 weeks to measure boost and efficiency!
$499
Compare metrics between 2 sub-groups of managers:
who work as before
who use the product
Make a purchase decision based on metrics!
FIX PRICE for Company Pilot period
4 weeks to measure boost and efficiency!
$499
Compare metrics between 2 sub-groups of managers:
who work as before
who use the product
Make a purchase decision based on metrics!
IS IT POSSIBLE?
To Sale Efficiently
and maintain Risks?
YES! With
IS IT POSSIBLE?
To Sale Efficiently
and maintain Risks?
YES! With
95%
SUCCESS RATE
95%
SUCCESS RATE
Confident low- and medium-risk Reksadana selections that
are 95% likely to grow
SECURITY
OF PERSONAL DATA
SECURITY
OF PERSONAL DATA
With the Company Ultimate pricing plan plan, everything is stored
on the client's company servers!
EXPLAIN
ADVICE WITH GEN AI
EXPLAIN
ADVICE WITH GEN AI
AI provides Descriptions of why the advice is suitable
for the client personally!
CONTROL
HOW AI PRODUCES ADVICE
CONTROL
HOW AI PRODUCES ADVICE
Full customization of the asset list, risk and profit levels, and descriptions style.
Just update and run again!
Pricing
Become our customer Today!
Become our customer Today!
Become our customer Today!
Discover the Right Fit for Your business case, Sign up and explore with Free trial!
Montly
Annually
Company Ultimate
For Retail Sales Department of big corp
Get Help in serving for Just
$7.5 per month
per customer
$916
/month
Per employee seat
Great price for
corporate usage!
120 Retail clients
40 Recommendations per day
Start with Company Pro for Trial
Email & Chat & On-site Support
integration with Internal CRM
Optional Internal installation
Money back is available in
Company Pro plan
Unlimited Asset preferences setups:
for different role
(e.g. relationship, adviser, special)
for different customer segment
(HNWI, mid-class)
for any other purpose, you name it!
Unlimited supervisor roles.
Company Pro
For small Asset Management company or Family Office
Get Help in serving for Just
$15 per month
per customer
$583
/month
Per employee seat
30%
Annual
discount
40 Retail clients
20 Recommendations per day
4 weeks Trial for max 3 employees
Email & Chat Support
No integration
No Internal installation
Money back: Only for annual payments, starting from next month
Asset preferences:
Single setup
1 user with supervisor role
Single Pro
For individual investment adviser
Get Help in serving for Just
$20 per month
per customer
$166
/month
Per account
45%
Annual
discount
8 Retail clients
10 Recommendations per day
1 week Trial period
Email Support
No integration
No Internal installation
Money back: Any time for both monthly or annual payments
Asset preferences:
Single setup
Montly
Annually
Company Ultimate
For Retail Sales Department of big corp
Get Help in serving for Just
$7.5 per month
per customer
$916
/month
Per employee seat
Great price for
corporate usage!
120 Retail clients
40 Recommendations per day
Start with Company Pro for Trial
Email & Chat & On-site Support
integration with Internal CRM
Optional Internal installation
Money back is available in
Company Pro plan
Unlimited Asset preferences setups:
for different role
(e.g. relationship, adviser, special)
for different customer segment
(HNWI, mid-class)
for any other purpose, you name it!
Unlimited supervisor roles.
Company Pro
For small Asset Management company or Family Office
Get Help in serving for Just
$15 per month
per customer
$583
/month
Per employee seat
30%
Annual
discount
40 Retail clients
20 Recommendations per day
4 weeks Trial for max 3 employees
Email & Chat Support
No integration
No Internal installation
Money back: Only for annual payments, starting from next month
Asset preferences:
Single setup
1 user with supervisor role
Single Pro
For individual investment adviser
Get Help in serving for Just
$20 per month
per customer
$166
/month
Per account
45%
Annual
discount
8 Retail clients
10 Recommendations per day
1 week Trial period
Email Support
No integration
No Internal installation
Money back: Any time for both monthly or annual payments
Asset preferences:
Single setup
Montly
Annually
Company Ultimate
For Retail Sales Department of big corp
Get Help in serving for Just
$7.5 per month
per customer
$916
/month
Per employee seat
Great price for
corporate usage!
120 Retail clients
40 Recommendations per day
Start with Company Pro for Trial
Email & Chat & On-site Support
integration with Internal CRM
Optional Internal installation
Money back is available in
Company Pro plan
Unlimited Asset preferences setups:
for different role
(e.g. relationship, adviser, special)
for different customer segment
(HNWI, mid-class)
for any other purpose, you name it!
Unlimited supervisor roles.
Single Pro
For individual investment adviser
Get Help in serving for Just
$20 per month
per customer
$166
/month
Per account
45%
Annual
discount
8 Retail clients
10 Recommendations per day
1 week Trial period
Email Support
No integration
No Internal installation
Money back: Any time for both monthly or annual payments
Asset preferences:
Single setup
Company Pro
For small Asset Management company or Family Office
Get Help in serving for Just
$15 per month
per customer
$583
/month
Per employee seat
30%
Annual
discount
40 Retail clients
20 Recommendations per day
4 weeks Trial for max 3 employees
Email & Chat Support
No integration
No Internal installation
Money back: Only for annual payments, starting from next month
Asset preferences:
Single setup
1 user with supervisor role
Wanna know more?
Wanna know more?
Wanna know more?
Learn about how modern technology revolutionizes Investment Advisory
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