* optional module included in the pricing above.
** included as standard in Core, with the option to purchase separately.
Core
Small to medium firms
(1-100 advisers)
(1-100 advisers)
What’s included?
- Client Profiling
- Client Review
- Plus
- Recommendations
- Onboarding & training
£127.40 / adviser / month
All prices subject to VAT
Review
Plus Cash Flow
Small to medium firms
(1-100 advisers)
1-200 Users
20 Accounts
(1-100 advisers)
1-200 Users
20 Accounts
What’s included?
- Everything in Core
- Cash Flow
- Cash Flow training
£160 / adviser / month
All prices subject to VAT
Scale
Small to medium firms
(1-100 advisers)
(1-100 advisers)
What’s included?
- Everything in Core
- Plus
- Cash Flow
- Cash Flow training
Bespoke pricing
All prices subject to VAT
All firms
What’s included?
- Client-facing mobile app
- White-labelled app
- Secure messaging
- Plus
- Portfolio valuations
- Personalised content
- Document sharing
- Document signature
£2.50 / end client / month
All prices subject to VAT
