Agent plan $9.99/month with 5,000 notifications/month after 3-day free trial. Agent Pro $19.99/month with unlimited notifications. Team plan $59/month for 5 people. Partner Launch $99/month, Partner Growth $299/month, Partner Scale $799/month. Enterprise custom. All paid plans include 3-day free tri
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
Push notifications to phone for agent approvals
Mac notch app for desktop approvals
Append-only audit trail of all decisions
Supports Claude Code, Codex, Cursor, Hermes and MCP agents
Slack approval notifications
Partner APIs for embedding approvals in products
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
Agent decisions saved as permanent, uneditable audit trail
Smart policies that auto-approve safe actions and escalate risky ones
Partner APIs let customers approve without separate Pushary account
TIFIN
Pushary