| What it does | AI transition engine for wealth management that moves advisor books in days, not months
| License management platform with client-side encrypted key storage and integrated storefront
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| DE
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| Pricing model | Contact for pricing
| Freemium
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| Pricing | Meeting Assistant: Per-seat, free tier to start. Document Intelligence: Per-seat, pay for what you use, free tier to start. Client Onboarding: Per-seat for advisors, custom for firms. Enterprise contracts available for broker-dealers, custodians, and large RIAs tied to advisor and household volume.
| Free plan: 50 activations/month, always free. Starter: €29/month (1,000 activations/month, 3 months free for new customers). Professional: €59/month (10,000 activations/month, 3 months free for new customers). Enterprise: €299/month (unlimited activations, 3 months free for new customers). Activatio
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| Key features | - Automated document extraction from brokerage statements, tax forms, and equity compensation documents
- Pre-filled client forms reducing manual data entry
- Integration with Gmail, Outlook, Zoom, Teams, and Google Meet
- ROI modeling based on time-savings and retained AUM
- SOC 2 Type II compliance
| - Client-side AES-256-GCM encrypted key storage with zero-knowledge architecture
- Eight official SDKs (.NET, Node.js, Python, Java, C++, PHP, Go, Unity) plus REST API
- Node-locked, floating, offline, subscription, perpetual, and metered licensing models
- Offline activation with ECDSA P-256 signed tokens for air-gapped environments
- Customer portal with device management and subscription handling
- Activation analytics, device tracking, revenue reports, and webhook events from single dashboard
- License migration from Keygen, Cryptolens, LicenseSpring or custom systems
- GDPR compliance with Data Processing Agreement and GDPR data export
- Self-hosted Enterprise deployment with Docker and signing key export for business continuity
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| What makes it different | - Move advisor books in days, not months
- Purpose-built by consultants, operators, and RIA founders moving billions in client assets
- Flexible pricing based on scope and usage, not per-seat licensing
- Proven case studies: $100M repapered zero NIGO, 411 accounts moved before noon, $400M moved in 9 days
- No use of customer data for AI model training
| - Plaintext license keys never stored on servers; zero-knowledge encryption with client-side AES-256-GCM ensures keys remain safe even after a database breach
- One integrated platform connecting checkout, license creation, and fulfillment without separate services or payment webhooks
- Business continuity guarantees: offline tokens work without PermitCore servers; Enterprise customers can export signing keys and self-host independently
- Fast integration: most teams make their first validation call in minutes with maintained SDKs or REST API
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| Free plan | Not given
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| Open source | Not given
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| Platforms | Not given
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| Public API | Not given
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 19 ▼ −1 (down) since last check | 11 ● no change since last check |
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| Trust Flow (Majestic) | 25 | 6 |
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| Citation Flow (Majestic) | 25 | 29 |
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| Referring domains (Majestic) | 277 | 30 |
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FastTrackr AI
PermitCore