Copilot — rebranded Assembly in late 2025 — is a sleek, modular white-label client portal with billing, messaging, contracts and an AI assistant. SNR-PMO covers the same branded-portal ground, then adds the operational back office: portfolio PMO, HR & payroll, real double-entry accounting, and approve-first AI agents you can resell under your own brand.
Copilot (the client-portal company that rebranded to Assembly in September 2025) is one of the best-designed portals in the category: a modular app store — messaging, billing, contracts, files, forms — with a clean UX, a real API/SDK and an "Assembly Assistant" AI helper. Its white-labeling is strong but gated to higher tiers, and it is built for firms serving their own clients rather than agencies reselling the platform under many tenants. SNR-PMO matches the branded-portal experience and goes past it into operations: portfolio PMO, HR & payroll, a real general ledger, and approve-first AI agents that take action under an audit trail — plus a multi-tenant reseller console. Choose Copilot/Assembly for the slickest client-facing portal; choose SNR-PMO when you need to run and resell the whole back office.
SNR-PMO All-in-one + agents | Copilot (now Assembly) modern white-label client portal (rebranded Assembly) | |
|---|---|---|
| Branded client portal | ||
| White-label & resell (multi-tenant) Copilot/Assembly white-labels per firm (higher tiers); no agency reseller sub-accounts found | Partial | |
| CRM & sales pipeline contacts/companies and notes, not a full sales pipeline | Partial | |
| Projects & PMO (task to portfolio) basic tasks or embed an external PM tool; no native portfolio PMO | — | |
| HR & payroll | — | |
| Real double-entry accounting Copilot/Assembly does invoicing and subscriptions, not a general ledger | — | |
| Approve-first AI agents (back office) Assembly Assistant summarizes and assists; not a governed approve-first agent | Partial | |
| API / SDK & custom apps extensibility is a Copilot/Assembly strength | Partial |
Free forever for up to 5 seats (includes a metered taste of AI agents), Pro at $12/user/mo, Enterprise at $999/mo flat, and a White-label plan at $2,499/mo for unlimited resold sub-accounts. No card required to start.
Copilot (now Assembly) publishes tiered plans (from roughly $39/mo at entry up to several hundred dollars a month for advanced white-label tiers, plus Enterprise), with custom domains and full white-label on higher tiers and per-seat overages. Pricing as of 2026; check assembly.com/pricing for current plans.
Projects, CRM, HR & payroll and real accounting — with approve-first AI agents doing the busywork. Start free, no card required.
Comparison reflects each product’s primary positioning and publicly documented capabilities as of June 2026; capabilities and plans change. Copilot (now Assembly) is a trademark of its respective owner; this page is independent and implies no affiliation or endorsement.