Compare

The Briefly web app and the Claude connector.

The web app is the main product and where we recommend most firms start. The connector is for teams that already work in Claude Desktop.

Your firm signs into the web app from a browser. We set it up, connect Salesforce and Outlook, and keep a current picture of each client with every line linked to its source. Choose the connector if your team already works in Claude Desktop and wants to keep client files on your own machines. A seat can move from one to the other without rebuilding anything.

A row by row comparison of the Briefly web app and the Claude connector
What you're comparing The Briefly web app The Claude connector
Best for Most firms, and anyone who wants the setup handled for them Teams that already work in Claude Desktop
Price $150 per seat per month $100 per seat per month
Where you ask The Briefly web app, from any browser Claude Desktop, the app your team already has open
Who builds the client picture We build it from Salesforce and Outlook Your team builds it in Claude Desktop
Salesforce and Outlook Connected during setup Not connected. Point Claude at the files you already have.
Where your files live In Briefly's hosted environment In a folder on your own machines
Scheduled runs and emailed reports Rules on the Agents tab run before every meeting, every week, or every month. Each finished report is emailed to you with a PDF attached. Not listed
Firm view Your CIO's notes become a dated timeline and one shared summary for the firm, which also appears as a section in the briefs. Not listed
Market brief agent Web research with numbered sources, alongside the outside house views and your firm's own. Not listed
Your brand on every agent output Your firm's logo and two colors on every agent output, on screen, in PDF, and on the clipboard. Not listed
Setup effort We connect your systems and set it up for you Download, sign in, point it at your folder
Included

What each option includes.

Both give every household one client file, and every answer cites the document it came from.

The Briefly web app

Recommended for most firms. We handle the setup.

$150 per seat per month

  • We connect Salesforce and Outlook and set it up for you
  • A prepared brief before every meeting
  • You see only your own clients
  • Share a client, your colleague gets everything
  • Quarterly reviews and month-end commentary, one click
  • Scheduled runs, with each finished report emailed to you with a PDF attached
  • Firm view and a market brief agent
  • Your firm's logo and two colors on every agent output
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The Claude connector

For teams that already work in Claude Desktop.

$100 per seat per month

  • Works in the Claude Desktop your team already opens
  • Files stay in folders on your own machines
  • Nothing new for advisors to learn
  • Ask about the 529 they mentioned once
  • Only your sign-in, a seat check, de-identified preference rules, and a short usage record for each tool call reach Briefly's servers
  • Share a client like any other file
Book a demo
Get started

Talk to us about which fits your firm.

A seat can move from the connector to the web app, or back, without rebuilding anything.

Book a demo