We're often asked which pricing tier makes the most sense for your firm, so we compiled an overview of our offerings. Please feel free to get in touch with any questions.
Economy: For Lean Teams Looking to Streamline Your Notetaking Efforts
Price: $40/month/seat
The Economy Tier is the perfect choice for small teams that may have a lower volume of clients and limited meeting hours. Typically, firms in this tier have 1-2 advisors. It's designed to transform tedious notetaking into an efficient, streamlined process. If you're in the early stages of growing your business or simply need a tool to help focus more on client interactions rather than admin tasks, this entry-level option can be a game-changer.
While this tier offers less customization, you still receive hands-on support with onboarding, maintenance, and regular check-ins to ensure your needs are being met. With a 30-day free trial, you can experience the benefits risk-free before making a long-term commitment.
Ideal For:
- • Small teams
- • Solo practitioners
- • Offices with limited meeting schedules
- • Teams looking to minimize operational overhead
Standard: Enhance Your Workflow with Personalized Tools
Price: $60/month/seat
The Standard Tier is tailored for established managers and growing teams. This package provides personalized tools that seamlessly fit into your existing workflows, allowing you to focus on the people-centric side of your work. Whether managing a medium-sized firm or expanding your team, this tier helps integrate AI advancements into your daily operations.
Features Highlight:
- • Enhanced integration capabilities
- • Personalization options
- • Advanced data management features
Bonus Content Marketing Support:
As part of our commitment to your success, Standard tier subscribers receive comprehensive content marketing support at no additional cost:
- • Personalized blog setup and content creation tailored to your unique voice and expertise
- • Custom social media post generation that aligns with your personal brand and communication style
- • Content strategy consultations to help you build and maintain a strong online presence
- • Regular content calendar planning to ensure consistent engagement with your audience
Ideal For:
- • Growing advisory firms
- • Mid-sized teams
- • Teams seeking integration with current systems
- • Advisors looking to build a strong digital presence
Enterprise: Customize for Your Unique Business Needs
Price: Custom (contact for a tailored solution)
For larger teams or enterprises with specific needs, our Enterprise Tier offers the flexibility to customize your AI assistant. With options including robust customizations, unique features, and single-tenant deployment, this package ensures that you receive a solution as unique as your business itself.
Features Highlight:
- • High-level security with single-tenant deployment
- • Tailored features to match organizational demand
- • Full integration support
Ideal For:
- • Large-scale advisory firms
- • Enterprises with unique requirements
- • Organizations needing complex customizations
Why is Winford so Affordable?
Winford's exclusive partnerships through the Y Combinator network with leading global firms like Amazon and Microsoft provide significant cost savings, which we pass on to you.
Ready to Get Started?
Ready to transform your client interactions and team productivity? Start with our 30-day free trial and explore the potential of AI-driven solutions with no strings attached.