Pricing
1 Month Free Trial
PRO PLAN
CRM, Planning & Client Portal
£99
/month*
Includes 1 User
Additional User +£99/m.
Unlimited Clients
*Excluding VAT
Company/Adviser CRM
White-labelled Client Portal
Client Mobile App
Your custom URL, Logo and brand colours
Full CRM, Fact-finds, Onboarding, Risk Profiling, Documents, Cases, Checklists, Reports, Tasks, Emails and a lot more
Goal Planning, Cashflow Planning, Portfolio Valuations, Fee Management and a lot more
Add-Ons available: Own Domain Client Portal and Branded Mobile Apps
PRO +AI PLAN
AI-Powered Platform (invite only)
£199
/month*
Includes 1 User
Additional User +£199/m.
Unlimited Clients
*Excluding VAT
Everything in Pro Plan plus AI
AI Features across Meetings, Notes, Emails and much much more...
Add-Ons available: Own Domain Client Portal and Branded Mobile Apps
CUSTOM PLAN
Networks, International Firms
Contact us
Custom Users
Unlimited Clients
Custom Contracts
Bespoke price
Bespoke Project Implementation
Custom Integrations and Custom Deployments
Hybrid Digital Advice Solutions, and Other Custom solutions
For International Firms with different currencies
Plans comparison
1 Month Free Trial
Branding and Interface
Branded portals
Custom portal URLs
Brand colors
Own domains
Security & Compliance
2FA Authentication
Separate Database per Firm
Data Encryption
Login and Device Logs
Audit Activity Logs
BCP & DR Process
Startup
$99
/month
Analytics
Realtime analytics
Reports
AI data predictions
Support
Email and chat support
Growth
$199
/month
Analytics
Realtime analytics
User analytics
Funnel optimization
Reports
AI data predictions
Inregrations
Data enrichment
Support
Help center
Email and chat support
Enterprise
$399
/month
Analytics
Realtime analytics
User analytics
Funnel optimization
Reports
Automated reports
AI data predictions
Advanced charts
Inregrations
20+ integrations
Seamless data sync
Data enrichment
Support
Help center
Email and chat support
Premium support