RBC Custody & Clearing

Welcome RBC Clearing & Custody Firms!

We're excited to boost your meeting efficiency and streamline your workflows. Get ready to reclaim your day!

RBC C&C firms receive a 17% discount on all plans.

Prices shown based on billing period.

Ramping

Just getting started

$75$62.25

per Full seat/month

Designed for new solo advisors without lots of meeting volume. All the basics to get started.

Ramping Features

1 Full seat
-
60 AI summaries & responses/month
Self-customization
-
-
Meeting capture up to AI output limit
AI meeting notes (subject to limit)
AI tasks (subject to limit)
-
-
-
-
-
-

Start free trial

Core

Solo advisors and teams

$100$83.00

per Full seat/month

For solo advisors or teams with consistent meeting volume. Unlimited AI outputs.

Core Features

Full seat included
Access to Lite seats
Self-customization
Unlimited teams
-
Unlimited meeting captures
Unlimited AI meeting notes
Unlimited AI tasks
-
-
-
-
-
-

Start free trial

Scale

Growing teams

$120$99.60

per Full seat/month

Collaboration and insights for teams with aggressive growth goals.

Scale Features

Full seat included
Access to Lite seats
Customization support
Unlimited teams
Team analytics support
Unlimited meeting captures
Unlimited AI meeting notes
Unlimited AI tasks
Organization level configuration
Child account controls
Scorecards
-
-
-

Start free trial

Enterprise

Large organizations

Custom integrations, dedicated support, and more. Perfect for large organizations.

Ramping

Ramping Features

Core

Core Features

Scale

Scale Features

Enterprise

#1 rated AI assistant by industry experts

Frequently asked questions

Which plan is right for me?

Can I change my plan later?

Is there an annual commitment?

Are there volume discounts for signing up our whole team?

How does the free trial work?

Are there usage limits?

What counts as an AI output?

What's the difference between a Full and a Lite seat?

Will my clients be ok with this?

Is the AI safe and compliant?