Solo: Free, then $0.01 per external tool call (1,500 free calls to start). Pro: $49/month with 10,000 included calls, then $0.01 per additional call. Scale: $199/month with 50,000 included calls, then $0.01 per additional call. Enterprise: Custom pricing with invoicing for more than 3 workspaces or
Key features
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
122+ managed connectors to business tools
Skills: reusable procedures for consistent AI execution
Tables: persistent records AI maintains between chats
Secure client connections without password sharing
Team profiles with per-user tool permissions
98.7% token reduction vs loading all tools at once
Works with Claude and ChatGPT through MCP protocol
What makes it different
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
Works across 120+ tools in one MCP connection, no coding required
Encrypted credentials kept separate from AI, with granular access control
98.7% fewer tokens through on-demand tool loading and server-side queries
TIFIN
FloConnector