Start
Start with the Claude connector.
Pick your seats and check out. Most teams are up and running the same day.
Buy a seat for each advisor who will use it. Your team claims the rest by installing Briefly and signing in with an email at your firm's domain, so there is nothing to send them.
More than 25 seats? Book a demo and we'll set your firm up directly.
Order summary
$100.00 x 1 seat / month
Then $100.00/month after your 30-day free month
Checkout opens shortly. Book a demo and we'll set your firm up directly.
Checkout takes a card but charges nothing for 30 days. Cancel from the billing portal any time.
Prefer to see it first? Book a demo.
Want the web app instead? Switch to the web app tab or compare the two.
Start with the Briefly web app.
Pick your seats and request access. Your team signs in from a browser, with nothing to install.
Order summary
$150.00 x 1 seat / month
Then $150.00/month, invoiced once your firm is set up
Something went wrong sending that. Try again, or book a demo and we'll set your firm up directly.
No card now. We connect your Salesforce and Outlook with you, then invoice.
Prefer to see it first? Book a demo.
Already set up? Web app sign in or compare the two.