AdvisorShelf
AdvisorShelf / AI tools / Focal

AI tools

Focal

AI assistant for financial advisors that takes meeting notes and updates CRM and planning tools.

Made by Focal AI Visit Focal's website
Starting priceFrom $100/mo
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed9 connectionsConquest, Salesforce, Zoho and 6 more. Source and date for each below.
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What their website looks like

Screenshot of Focal's homepage
Focal's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Pro $120/mo
per month, billed monthly
 Billed monthly
Pro $100/mo
per month, billed annually
 Billed annually

Enterprise plan: contact Focal

Free 14-day trial included

Source: Focal pricing page. Checked on the vendor's site, Oct 13.

Where Focal sits on price

FocalOther AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
Focal9 connections listed

Data goes out to

Conquest
Listed, no detail
SalesforceZohoEquisoftClovenRedtailWealthboxMaximizerLaylah
Conquest
Checked on the vendor's site
  • Data out: what was said in the meeting, filled into Conquest fields
Source: Focal homepage. Checked Oct 13.
Salesforce
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Focal homepage. Checked Oct 13.
Zoho
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Focal homepage. Checked Oct 13.
Equisoft
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Focal homepage. Checked Oct 13.
Cloven
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Focal homepage. Checked Oct 13.
Redtail
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Focal homepage. Checked Oct 13.
Wealthbox
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Focal homepage. Checked Oct 13.
Maximizer
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Focal homepage. Checked Oct 13.
Laylah
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Focal homepage. Checked Oct 13.

Leaving later

We haven't read Focal AI's site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Focal yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Focal with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
Free plan
Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
View profile
Contio
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data in and out checked
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile

Corrections

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