Simple Pricing

One plan.
Everything included.

No per-seat fees. No sales call required. No hidden costs. Just $49/month for your entire operations team.

Most Popular
Vaultra Pro
$49 /month

Everything your CSA team needs to cut admin time in half. Unlimited users, cancel anytime.

Get Started — $49/month →

No credit card required to start · Cancel anytime

What's Included
📧

AI Email Triage

Reads, prioritizes, and drafts responses to client emails. Your inbox stays at zero.

📋

Meeting Prep

Portfolio summaries, talking points, and follow-up items assembled before every meeting.

👥

Team Management

Assign tasks, track workload, and keep your CSA team coordinated without the chaos.

📈

Activity Dashboard

Full audit trail of everything Vaultra has done. See exactly what was handled and when.

Why Vaultra

Clear on price. Unlike everyone else.

Competitors hide pricing behind demos and sales calls. We don't.

Vaultra Competitors
Transparent pricing ✓ ✕ Contact sales
Built for CSA workflows ✓ ✕ Advisor-focused
Set up in < 5 minutes ✓ ✕ Weeks of onboarding
Unlimited team members ✓ ✕ Per-seat pricing
Email triage & meeting prep ✓ ✕ Partial, or missing
Cancel anytime ✓ ✕ Annual contracts
FAQ

Common questions.

If something isn't covered here, email us at hello@vaultra.polsia.app

After subscribing, you'll create your Vaultra account and connect your email. Within minutes, Vaultra starts triaging your inbox, flagging priority emails, and drafting responses. You can also set up meeting prep by connecting your calendar — Vaultra will automatically prepare summaries before each client meeting.
Yes. No annual contracts, no cancellation fees. Cancel from your account settings at any time and you won't be charged again. You'll keep access through the end of your current billing period.
Yes. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We never sell, share, or use your client data to train AI models. Vaultra processes data only to perform the tasks you've configured — nothing else. We're built with financial services compliance in mind.
Unlimited. The $49/month plan covers your entire operations team — no per-seat pricing. Whether you have 2 CSAs or 20, the price stays the same.
Email triage requires read/write access to your inbox via OAuth — the same secure method used by tools like Calendly and DocuSign. You can revoke access at any time from your email provider's security settings. Vaultra only processes emails relevant to client operations.
Most teams are up and running in under 5 minutes. Connect your email, configure your preferences, and Vaultra starts working immediately — no lengthy onboarding or implementation project required.

Your CSA team is drowning in admin.
This is how you fix it.

$49/month. No contracts. No sales call. Start your free trial in 5 minutes.

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