Simple & Transparent Pricing

Sign up for your free trial

A choice of monthly or annual contract plans after trial.
Annual plan comes with a 20% saving, and is also billed on a monthly basis.

PROFESSIONAL plan

Not your average starter plan
4/5

£99*/mo

Includes 1 User

Unlimited Clients

Additional User £79/month

*Costs per month excluding VAT

Branded Client Portal

Firm/Management Portal

Logo branding included, Advanced branding at extra cost

Mobile App at extra cost

BUSINESS plan

Best value, no longer £500/mo
5/5

£349*/mo

Includes 5 Users

Unlimited Clients

Additional User £79/month

*Costs per month excluding VAT

Branded Client Portal

Firm/Management Portal

Logo and Advanced Colour branding included as standard

Mobile App included (in Q4 2022)

ENTERPRISE plan

Suitable for large firms
4/5

£5,000*/mo

Includes 30 Users

Unlimited Clients

Additional User £79/month

*Costs per month excluding VAT

Branded Client Portal

Firm/Management Portal

Logo and Advanced Colour branding included as standard

Mobile App included (in Q4 2022)

Add custom Integrations and launch various digital solutions through your own domain*

Firm Portal is the internal practice management software used by your employees on a daily basis. Please contact us to see a demo.

Key Features

Professional

Business

Enterprise

Firm Portal

Pro..

Bus..

Ent..

Intutive Back-office CRM

Customisable Factfinds

Risk Profiling

Planning Calculations

Cash-flow Modelling

Workflow Checklists

Bulk Platform Valuations

Meeting Scheduling links

Case Management

Task Management

Document Management

Share Universal Documents

Secure Messaging

E-Signatures add-on

Adviser Workdesk & CPD

Report Builder

Reporting templates

Share Plans & Cashflows

Share Proposals & Reports

Client MI & Insights

Two-factor Authentication (2FA)

Audit Trail Activity

Firm Admin Portal included

Migration - Bulk Import Clients

Mobile App Firm Portal (coming soon)

Raise support tickets

Portal, Email

Portal, Email

Portal, Email

The Client Portal website (used by your end clients) will be on a different customised domain to the Firm Portal website. Please contact us to see a demo.

Key Features

Professional

Business

Enterprise

Client Portal

Pro..

Bus..

Ent..

Elegant Client Dashboard

Online Factfinds

Risk Profiling online

Upload Documents

Access Firm Documents

Secure Messaging

E-Signatures in portal

View Daily Plan Valuations

View Digital Plans & Cashflows

View Digital Proposals & Reports

Digital Reviews

Personal Details Update

Financial Details Update

Two-factor Authentication (2FA)

Mobile App (coming soon)

Branding and Interface

Key Features

Professional

Business

Enterprise

Client Portal

Pro..

Bus..

Ent..

Your Logo in All Portals

Your Unique Client Portal Web URL

Your Unique Firm Portal Web URL

Your Colour Themes in Firm Portal

Your Colour Themes in Client Portal

Your Own Domain Integrated Portals

Security & Compliance

Key Features

Professional

Business

Enterprise

Security

Pro..

Bus..

Ent..

Multi factor authentication

Separate database per firm

Encryption of data-in-transit

Encryption of data-at-rest

Login and Device Logs

Audit Activity Logs

BCP & DR process

Add-Ons are features that may sometimes be powered by external providers but are embedded fully into AdviceObjects. No need to newly set up or hold an account with any external provider, simply activate the add-on and start using. Some add-ons may incur additional charges. Please see below or contact us for further details.

Key Features

Professional

Business

Enterprise

Security

Pro..

Bus..

Ent..

Risk Profiling Add-on (Free): A choice of A2Risk's 5, 7 or 10 risk categories. ATR and Risk Capacity for Accumulation and Decumulation are included.

Meeting Scheduling Add-on (Free): Save time by connecting your calendar and sending a meeting booking link to clients to choose.

Platform Valuations Add-on (Free): Receive plan valuations directly into our software saving time for your reporting and review processes

Digital Signature Add-on (Starts from free, £2/doc over free limit): Monthly limits are shown here

5 free esign docs; 10 firm templates

10 free esign docs; 20 firm templates

30 free esign docs; 40 firm templates

*Firm Portal Mobile App Add-on (coming soon): Available as a Standard App ready to download

*Client Portal Mobile App Add-on (coming soon): Available as standard or custom set up options. Standard set up is included.

*Hybrid Advice Add-on (Set up required, charges apply): Available as a custom set up with your own advice strategy.

*Digital Advice Add-on (Set up required, charges apply): Available as a custom set up with your own advice strategy and platform integrations.

Integrations are third party partner applications that you can connect and use alongside AdviceObjects to receive additional services for your business. You will need to hold an account directly with the Integration partner provider to connect and use within AdviceObjects.You will not be billed by us for any third party integrations.

Professional

Business

Enterprise

Integrations

Pro..

Bus..

Ent..

Ipipeline Solution Builder

SmartSearch KYC/AML

Custom Integrations Request

Coming soon*

Key Features

Professional

Business

Enterprise

*Coming soon

Pro..

Bus..

Ent..

Client Portal Mobile App

Firm Portal Mobile App

FCA Regulatory Reporting Add-on

Income Reconciliations Add-on​

any custom business requirements?
We can also help deliver a fully customised proposition to meet your business needs either as a readymade solution or through APIs integrating into your existing systems. Please do not hesitate to contact us with your business requirements.
Want a custom deployment?
We offer the flexibility of deploying the solution on a private cloud or on-premise if multi-tenancy doesn't suit your needs. We can help deliver a fully customised proposition to meet your business needs. Just drop us a message.
Q&A

Frequently asked questions

Data migration with us is really easy. From the Admin Portal of the platform simply go to ‘Bulk data import’. Here you can download a CSV sheet to fill with your old information and then upload. Our validation tools will let you know if there are any errors before you upload.

We will walk you through the process step-by-step and offer you options to import. If you are a large firm and need a more personalised hand-holding service, we can accommodate that too for an additional cost. Most firms can simply utilise our bulk import feature and will not need to incur any additional costs for migrating.

AdviceObjects is an all-in-one solution and the answer to many industry problems, mainly rekeying data in multiple software. We already have some industry integrations and add-ons which require no rekeying of data. However, if you have a particular provider that you would like us to work with, please do not hesitate to reach out to us.

No. You’ll be able to try for free without needing to provide any credit card or bank details. You can purchase a paid subscription plan whenever you are ready. You will have access to all features from trial plan you sign up for, except for some of the add-ons which will incur additional charges.

Monthly Term Contract (flexible commitment, no discount) — We charge your card or debit your account every month based on your plan. You can increase your license of authorised users and add-ons at any time and charges will adjust with the next monthly bill. Your account will automatically renew every month from the contract start date unless you stop your subscription.

 

Annual Term Contract (best value, one year commitment) — Here also we charge your card or debit your account every month based on your plan but at a 20% discount. You can increase your license of authorised users and add-ons at any time and charges will adjust with the next monthly bill. Your account will automatically renew a year from the contract start date unless you cancel your subscription.

The date you sign up and pay for a subscription plan will be the start date of your contract. For example: If your start date is on the 10th day of a month, we will invoice you on a pro-rata basis till the end of that month on the first invoice and collect payment immediately. 

The billing date is typically the the first of each month. On the first of each month, we will invoice and take payment for the subscription for that month in advance, and any previous month’s usage costs relating to additional users and add-ons in arrears. Our annual contract plans also follow the same monthly billing basis, the only difference being the term of the contract and that you will benefit from a 20% discount.

Yes, you can add and remove users from your account at any time. You can do this using the platform’s Admin role functionality. Additional users are users who are above the inclusive user limit of your subscription plan. Additional users’ costs will always be billed in arrears and only for the previous month’s days used. For example, if you add an additional user account and remove it after ten days, you will only be charged for ten days for that user in the next invoice.

You can upgrade your subscription plan at any time and charges will adjust with the next monthly bill. You can downgrade your subscription plan, but it will only take effect from the next renewal date, which is dependent on the type of contract term you are on, i.e., monthly or annual.

If your subscription is on a monthly plan, simply cancel five days before your renewal date. You will only need to pay for any outstanding subscription, newly added authorised users, and used add-ons those are not yet invoiced. Please note that the contract renewal date is different from the billing date. The billing date is the first of each month, and the renewal date is dependent on the start date and term (monthly/yearly) of the contract. If you are on an annual subscription plan, you should cancel 30 days before your renewal date.

You can get in touch with us by clicking the Support button when you login or write to us directly on our support email address, support@adviceobjects.com.

- Clients

You're in good company.

If you have any other questions which are not addressed above, please book a meeting, call us or write to us.