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Starter
For solo advisers who need fast, reliable AI-file notes
$90/month*
$72/month*
Start Free Trial- Data stored in Australia
- AI trained for financial advice in Australia
- Up to 20 hrs of meetings/month
Advisor
Best for growing practices needing more hours
$129/month*
$103/month*
Start Free Trial- All the benefits included in starter package
- Ask FinTalkr AI
- Up to 40 hrs of meetings/month
Most Popular
Pro
Advanced tools and higher limits for power users
$189/month*
$159/month*
Start Free Trial- All Benefits included in Advisor package
- Customise own templates
- Up to 100 hrs of meetings/month
Enterprise
Tailored solutions, dedicated support & integrations
Custom Price
Custom Price
Contact Us- All Pro features
- Dedicated onboarding
- Tailored compliance dashboards
Need help to choose the right plan?
Your data stays private and protected with enterprise grade security. See how FinTalkr keeps you compliant, book a free demo today.
Feature Table
Choose the perfect plan for your business needs
| Productivity Boosters | ||||
|---|---|---|---|---|
| Compliance Assistant | - | |||
| Ask Fintalkr AI | - | |||
| Data & Security | ||||
| Meeting hours / month | 20 Hrs/Month | 40 Hrs/Month | 100 Hrs/Month | Unlimited |
| Media storage | 100 GB | 500 GB | 1TB | 2TB |
| Additional 10 hr packs | - | - | ||
| Customization & Branding | ||||
| Custom templates & branding | - | - | ||
| Add a paraplanner or manager | ||||
| Enterprise Services | ||||
| Dedicated implementation & onboarding | - | - | - | |
| Tailored compliance dashboards & alerts | - | - | ||
| Custom AI & integrations | - | - | ||
Starter |
Advisor |
Pro |
Enterprise |
|---|---|---|---|
| Productivity Boosters | |||
| Compliance Assistant | |||
| - | |||
| Ask Fintalkr AI | |||
| - | |||
| Data & Security | |||
| Meeting hours / month | |||
| 20 | 40 | 100 | Unlimited |
| Media storage | |||
| 100 GB | 500 GB | 1TB | 2TB |
| Additional 10 hr packs | |||
| - | - | ||
| Customization & Branding | |||
| Custom templates & branding | |||
| - | - | ||
| Add a paraplanner or manager | |||
| Enterprise Services | |||
| Dedicated implementation & onboarding | |||
| - | - | - | |
| Tailored compliance dashboards & alerts | |||
| - | - | ||
| Custom AI & integrations | |||
| - | - | ||
Assured For Australian Advisers
Whether you're face-to-face or online, FinTalkr™ listens, captures, and transforms your meeting into professional-grade file notes — so you can focus on advice, not admin. Whether you're face-to-face or.
