Practice independently, bring relationship intelligence into real client work, or build a consistent coaching system across your firm.
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For aspiring and early-career financial professionals.
120 practice minutes every month.
What's included
For independent advisors and practicing professionals.
240 practice minutes every month.
Everything in Individual, plus
For advisory teams, firms, and training organizations.
Designed around your team
Unlimited practice for licensed users.*
Everything in Professional, plus
Finaric does not train advisors to push through objections. It helps them recognize hesitation, understand decision dynamics, and respond to the moments that shape long-term trust.
Build confidence through realistic, advisor-specific conversations.
Develop judgment for the complex relationship moments behind financial decisions.
Turn experienced advisor habits into a consistent firm-wide coaching system.
Core practice stays simple. Professional and Team plans add deeper customization, firm workflows, and controlled access to relationship features.
| Capability | Individual | Professional | Team |
|---|---|---|---|
| AI Conversation Practice | |||
| Practice allowance | 120 min/month | 240 min/month | Unlimited* |
| Advisor-specific scenarios | Core | Full | Full + firm-customized |
| Case-based rehearsals | 3 Core types | All 6 types | Full + firm-customized |
| Rehearsal engagement levels | Open, Guarded | Open, Guarded, Resistant | All |
| Coaching feedback | Included | Included | Included |
| Skill progress & coaching trends | Personal | Personal | Individual + team |
| Relationship Features | |||
| Live relationship signals | — | Design-partner access¹ | Design-partner access¹ |
| Post-meeting relationship review | — | Design-partner access¹ | Design-partner access¹ |
| Evidence-backed key moments | — | Design-partner access¹ | Design-partner access¹ |
| Client Relationship Memory | — | Design-partner access¹ | Design-partner access¹ |
| Team Coaching | |||
| Team workspace | — | — | Included |
| Supervisor review | — | — | Included |
| Advisor progress reporting | — | — | Included |
| Firm coaching methodology | — | — | Firm-customized |
| Shared coaching library | — | — | Firm-customized |
| Workspace governance & audit logs | — | — | Included |
| Onboarding | Self-serve | Priority | Dedicated |
* Unlimited practice applies to licensed Team users and is subject to fair use. Client meeting usage is measured separately.
¹ Relationship features are in controlled early access and require a separate design-partner application and approval. Access is not automatically included with a Professional subscription.
Need help choosing a plan? Contact us at hello@finaric.com.