Each seat is for one advisor only. Think of it like a personal license — every advisor who uses the platform needs their own seat.

No, accounts can’t be shared or rotated between advisors. Sharing would mix up client data, make compliance tracking impossible, and weaken security.

Easy — just add seats as you add advisors. That way, everyone gets their own secure login, full compliance records, and clear activity history.

The Starter plan is designed for advisors who want professional, compliant meeting documentation without changing how they work.

Starter includes:

• 4 AI generations per day

• Meeting summaries

• Full meeting notes (clear, structured, and compliant)

• Action plans with next steps

• Follow-up email drafts ready for review before sending to client

• Pre-meeting briefs (generated in about 1 minute)

• Client overviews to quickly review key history before meetings

• Secure document storage and compliance-ready records

Starter is ideal if you:

• Run fewer meetings per week

• Want reliable documentation without extra complexity

• Prefer a simple, focused workflow

You can upgrade at any time as your meeting volume increases.

Advisor Pro is built for advisors who run weekly or high-volume meetings and want maximum speed, consistency, and daily insight.

Advisor Pro includes everything in Starter, plus:

• 10 AI generations per day

• Priority processing for faster turnaround

• Document personalization (firm-level customization)

• Firm-grade compliance records

• Daily Market Summary, delivered automatically each morning at 8am

• Designed to save 5–10+ hours per week for active advisors

Advisor Pro is best if you:

• Meet with clients weekly or more

• Want faster processing and higher daily capacity

• Value daily market insight alongside meeting documentation

One AI generation equals one document set or request.

• Uploading one meeting transcript or audio generates a full document set (summary, notes, action plan, follow-up email) — this counts as 1 AI generation

• Creating a pre-meeting brief counts as 1 AI generation

• Requesting a client overview is 1 AI generation

• If you upload a transcript:
  Your meeting documents are generated in 4–6 minutes.

• If you upload an audio recording:
  Infinasum first creates the transcript, then generates your documents — typically 5–10 minutes, depending on length and audio quality.

• Pre-meeting briefs:
  Generated in about 1 minute.

• Daily Market Summary:
  Delivered automatically every morning at 8:00 AM EST.