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:

• 60,000 AI credits per month

• 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)

• 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:

• 250,000 AI credits per month

• Document personalization (firm-level customization)

• Daily Market Summary, delivered automatically each morning at 7am EST

• Full Client Overview

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

Advisor Pro is best if you:

• Meet with clients weekly or more

• Want higher monthly capacity

• Value daily market insight alongside meeting documentation

AI credits represent your plan’s monthly AI processing capacity.

Each AI-powered request consumes a portion of your available credits based on the type of action performed. This ensures you can use Infinasum flexibly across different workflows without tracking individual document counts.

Examples of credit usage include:

• Uploading a meeting transcript or audio to generate a full document set (summary, notes, action plan, and follow-up email)

• Creating a pre-meeting brief

• Generating a client overview

Credits are deducted automatically as AI processing occurs, and your available balance refreshes according to your plan’s billing period.

• 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.