Simple & Transparent Pricing

Sign up for your two-month free trial

A choice of monthly or yearly term plans after trial. All plans are billed on a monthly basis.
Yearly plans come with a 20% discount.

PROFESSIONAL

£99/month

Includes 1 User

Unlimited Clients

Additional User £79/month

Professional Plan Features

Client Portal included

*For full features, view on a laptop.

Ready to use

BUSINESS

£499/month

Includes 5 Users

Unlimited Clients

Additional User £79/month

Business Plan Features

Client Portal included

*For full features, view on a laptop.

Ready to use

ENTERPRISE

£1,599/month

Includes 20 Users

Unlimited Clients

Additional User £79/month

Enterprise Plan Features

Client Portal included

*For full features, view on a laptop.

Ready to use

any custom business requirements?
We can help deliver a fully customised proposition to meet your business needs either as a readymade solution or through APIs integrating into your existing systems. If you are an Asset or Portfolio manager and want to showcase your investment offerings to other Intermediaries and Advisers, we offer a custom B2B2C model to help with that. Please do not hesitate to contact us.

Firm Portal

Features

Professional​

Business

Enterprise

Client Portal

Features

Professional​

Business

Enterprise

Security & Compliance

Features

Professional​

Business

Enterprise

Branding and Interface

Features

Professional​

Business

Enterprise

Add-Ons are features that may sometimes be powered by external providers but are embedded fully into AdviceObjects. You don’t need to newly set up or hold an account already with any external provider, simply activate the add-on within AdviceObjects and start using. Some add-ons may have additional charges. Please see below or contact us for further details.

Professional​

Risk Profiling Add-on (Free):
A choice of A2Risk's 5/7/10 risk profile questionnaire included.

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

E-Signature Add-on (Starts from free, charges apply):
5 Free E-sign docs included
£2/doc over free limit
10 Reusable firm templates

Business

Risk Profiling Add-on (Free):
A choice of A2Risk's 5/7/10 risk profile questionnaire included.

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

E-Signature Add-on (Starts from free, charges apply):
10 Free E-sign docs included
£2/doc over free limit
20 Reusable firm templates

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

Enterprise

Risk Profiling Add-on (Free):
A choice of A2Risk's 5/7/10 risk profile questionnaire included.

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

E-Signature Add-on (Starts from free, charges apply):
30 Free E-sign docs included
£2/doc over free limit
40 Reusable firm templates

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

Automated Advice Add-on (Set up required, charges apply):
Available as a custom set up with your own advice strategy and additional 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​

Ipipeline Solution Builder

SmartSearch KYC/AML

Business

Ipipeline Solution Builder​

SmartSearch KYC/AML

Enterprise

Ipipeline Solution Builder​

SmartSearch KYC/AML​

Custom Integrations request

Coming soon*

Features

Professional

Business

Enterprise

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

Commonly asked questions

No. You’ll be able to try for free for 2 months 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 relevant to the signed up trial plan except for some of the add-ons which may take some time to set up and will incur additional charges. Once you signup and activate, your 2 month trial period begins.
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 stop 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 help/support button when you login or write to us directly on our support email address provided.

- Clients

You're in good company.

If you have any other questions which are not addressed above, please write to us, and we will get back to you soon.