Free plan: $0 per month with 100 tool calls per day and 10 new integrations per month. Premium: $50 per month with 1,000 tool calls per day and 100 new integrations per month. Business: contact for pricing with 100,000+ tool calls per day and 1,000+ new integrations per month.
Not given
Key features
Faster and more reliable than browser agents
Self-healing integrations that detect and repair breaks automatically
Build integrations from your coding agent with prompts
Authentication and 2FA handled automatically
No deployment or infrastructure required
Support for legacy portals and internal tools
Integration with any website type
Secure credential storage with PII redaction
Agentic Workforce Platforms for wealth, asset management, and insurance
Tax Intelligence and optimization platforms
Workplace to Wealth infrastructure connecting benefits and personal wealth
Distribution Science AI for advisor and investor reach
Magnifi AI search engine for investment discovery
AMP platform for wealth and distribution growth
Coordinated agents with shared context and enforced rules
AI enhances front, middle, and back office operations
What makes it different
7x faster performance than browser agents
Self-healing integrations repair automatically when websites change
No API key or credential storage required for basic use
Open source framework
Handles anti-bot measures and rate limiting automatically
Industry-first agentic operating system for wealth
Unified platform replacing isolated tools across workflows
Mission-driven focus on better wealth outcomes for more people
Trusted partnerships with JP Morgan, Morningstar, Franklin Templeton
Comprehensive coverage of wealth, asset management, and insurance sectors
Pomerado
TIFIN