Overview
Check the status of projects, tasks, requests, and workflows in seconds using natural language instead of searching through spreadsheets or tracking lists.
- Target Client Segment: RIAs, Broker-dealers, Insurance, Banks, Family Offices, Asset Managers
- Pricing: Starting at $2,995 flat fee (Agent + Workflows) / $995 flat fee (Agent Only)
- Deployment Readiness: Production
- Deployment Model: Microsoft Copilot Studio
- Primary User(s): Any team member
