Choose the intelligence layer your practice needs

Explore is free with no time limit. You get 10 AI Credits every month, 1 lifetime client and 1 lifetime portfolio, up to 10 Fund Library views and 1 Portfolio X-Ray. When you reach a limit, upgrade to Go or Pro to continue — your existing Explore data stays visible.

Yes — there's no lock-in contract. You can cancel from your account settings at any time and retain access until the end of your current billing period.

No. A payment card is required for account verification and abuse prevention only. You won't be charged unless you explicitly choose Go or Pro. Paid plans are billed monthly or yearly to the card on file; prices exclude 8% SST.

VIA and THALEON Copilot share one AI Credit wallet. Each plan receives its credits every month — Explore 10, Go 50, Pro 500 — and they reset monthly with no rollover. Go and Pro users can buy top-ups if they run out.

The MYR 49 first-month price is for newly registered users on their first Pro monthly subscription. From the second month, Pro is MYR 249/month. Existing and returning subscribers are not eligible.

Fund and market data refreshes daily, so research, comparisons, and portfolio analysis reflect the latest available figures.

Fund and market data is sourced from Morningstar, covering 3000+ funds across 163 institutions.

THALEON includes in-app operation guide videos, and VIA can guide you through each workflow conversationally, helping you complete tasks step by step inside the system.

Yes. Morningstar-powered fund data is included across available plans, with deeper research and comparison tools on Go and Pro.

THALEON applies layered security controls: encryption in transit and at rest, isolated workspaces per firm, role-based access controls, least-privilege internal access, and audit logging — aligned with industry security and compliance practices for financial software.

VIA runs on enterprise-grade large language models from leading AI providers, accessed through secured enterprise APIs — not consumer chat services. The models are operated by those providers rather than hosted by THALEON, and every request is processed under enterprise data-protection terms designed so your data is used only to generate your response.

No. Data you enter or upload is used solely to deliver the analysis you request inside your workspace. THALEON does not train models on your data, and our enterprise agreements with AI providers exclude the use of your data for model training.

Uploaded documents are stored encrypted in your workspace. When you run AI-assisted analysis, only the relevant extracted content is passed to the model to generate your result — under the same no-training terms. You can delete a document at any time, which also removes the analysis data derived from it from our active systems.

THALEON is hosted on Amazon Web Services (AWS) infrastructure in the Southeast Asia region, and personal data is handled in line with Malaysia's Personal Data Protection Act (PDPA). Where a vetted sub-service (such as an AI provider) processes data outside your operating region, it does so only to deliver the feature you request and under contractual safeguards. A current list of sub-processors is available on request.