Free plan: 10,000 credits per month. Flex plan: $125/month with 50,000 credits included, then $25 per 10,000 credits. Flex Plus: $375/month with 200,000 credits included, then $75 per 40,000 credits. Enterprise: custom credits with negotiated rates. Credits consumed based on Episode size: 1 credit p
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
Sub-200ms context retrieval at scale
Temporal context graphs with point-in-time queries
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
Reduces token use by up to 90% compared to traditional retrieval
Temporal context graphs that track how business information changes over time
Enterprise-scale Context Lake supporting millions of graphs
TIFIN
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