Pricing

Simple pricing.

No AI usage fees, and no surprise increases when frontier model prices rise.

Parrative runs its own AI engine, so we never pass through third-party AI costs.

Plans for Financial Advisors At every stage

Professional

For independent advisors and RIA teams

Customized pricing aligned to your book of business, with flexible options for growing independent advisors. Connect with the team to explore the right fit and detailed pricing.

Meeting capture for Zoom, Google Meet, and Microsoft Teams
No bot in Zoom, Google Meet, or Microsoft Teams calls
All-party consent requested automatically before every recording
Meeting summaries and action items for every client,
Overdue alerts
CRM sync with Wealthbox and Salesforce, or use the built-in CRM
Contacts, households, client scoring, inbox, and calendar in one place
Optional compliance officer approval before recaps or CRM write-backs
Firm disclosure on every client recap, plus a firm-wide recording and AI-use policy
Audit log with CSV export, and client data-deletion requests with a custody trail
Private AI: client data is never sent to a third-party AI provider

Large & Enterprise Firms

Built for multi-advisor teams and enterprises

Tailored pricing for complex organizations with multiple offices, entities, and advisors. Partner with the team to design a package that fits your structure and strategic goals.

Everything in Professional
Volume seat licensing across advisors, compliance officers, and administrators
Multi-entity and multi-custodian support
Role-based permissions and advisor hierarchies
Custom reporting, dashboards, and exports
Priority support and dedicated account management
Administrative, Junior Advisors, and Advanced Action Item Management
Role based controls and Enterprise Integrations
Supports latest custodian and compliance standards
Enterprise disaster recovery
Automatic failover and high availability uptime
Enterprise Readiness and Compliance Architecture
Enhanced application integrations

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Empowering RIAs to Grow their AUM

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