Both account types support Full and Lite seats for team members. However, Core accounts are better suited to smaller firms or solo advisors, while Scale accounts are designed for large and growing teams.
Core account overview & key features
Core accounts are designed for individual advisors and smaller firms who need essential meeting capture and processing capabilities.
The main features include:
Unlimited meeting captures and notes
Unlimited AI tasks
Unlimited teams
Access to Lite seats for team members
Scale account overview & key features
Scale accounts are tailored for larger firms and enterprises that require advanced analytics, reporting, and team management capabilities
These accounts include all Core features, plus:
Enhanced reporting and analytics
Child account controls
Organization level configuration
How to choose between Core and Scale
Consider Core if you:
Are an individual advisor or small team
Need essential meeting capture features
Want standard reporting capabilities
Have basic team management needs
Consider Scale if you:
Manage a large team of advisors
Need detailed analytics across multiple users
Want advanced reporting capabilities
Require enterprise-level insights
Need More Help?
For more information about choosing the right plan for your team, reach out to [email protected].