Simple & Transparent Pricing

Start your two months free trial now. No payment details are required.

A choice of monthly or yearly term plans after trial. Both plans are billed monthly only.
Yearly plans come with a 20% discount on costs shown below.

STARTER

£99/month

Includes 1 User

Unlimited Clients

Additional User £79/month

Starter Portal features and add-ons

*For full details, view on a desktop.

Branding - Your own Logo

Advanced Security

PROFESSIONAL

£499/month

Includes 5 Users

Unlimited Clients

Additional User £79/month

Full Portal features and add-ons

*For full details, view on a desktop.

Branding - Your own Colour themes & Logo

Advanced Security

ENTERPRISE

£1,599/month

Includes 20 Users

Unlimited Clients

Additional User £79/month

Full Portal features and add-ons

*For full details, view on a desktop.

Branding - Your own Colour themes & Logo​​

Advanced Security

Guided Migration

CUSTOM

Custom quote

Custom User numbers

Custom requirements

Custom pricing

Custom features and bespoke integrations

*For full details, view on a desktop.

Branding - Fully bespoke pages

Advanced Security

Guided Migration

Firm Portal features

Starter

Modern CRM

Digital Factfinds

Digital Ongoing Reviews

Risk profiling add-on

Planning calculations

Cash flow modelling

Meeting Scheduling add-on

Case Checklists Management

Task Management

Documents Upload

E-Signature add-on

Internal Messaging

Personal Workdesk

Admin Portal included

Audit Trail Activity

Limited Reporting

Secure Client Messaging

Professional

Modern CRM

Digital Factfinds

Digital Ongoing Reviews

Risk profiling add-on

Planning calculations

Cash flow modelling

Meeting Scheduling add-on

Case Checklists Management

Task Management

Documents Upload

E-Signature add-on

Internal Messaging

Personal Workdesk

Admin Portal included

Audit Trail Activity

Full Reporting

Secure Client Messaging

Firm level MI & Insights

Enterprise

Modern CRM

Digital Factfinds

Digital Ongoing Reviews

Risk profiling add-on

Planning calculations

Cash flow modelling

Meeting Scheduling add-on

Case Checklists Management

Task Management​

Documents Upload

E-Signature add-on​

Internal Messaging​

Personal Workdesk

Admin Portal included

Audit Trail Activity

Full Reporting

Secure Client Messaging

Firm level MI & Insights

Client Portal features

Starter

Digital Factfind questionnaires

E-Sign Agreements in-app

Digital Review questionnaires

Risk profiling questionnaires

GDPR Preferences

Client Documents Upload

Client Personal storage

Secure Messaging

Professional

Digital Factfind questionnaires

E-Sign Agreements in-app

Digital Review questionnaires

Risk profiling questionnaires

GDPR Preferences

Client Documents Upload

Client Personal storage

Secure Messaging

Plans Progress Reporting

Personal Finances Reporting

Enterprise

Digital Factfind questionnaires

E-Sign Agreements in-app

Digital Review questionnaires

Risk profiling questionnaires

GDPR Preferences

Client Documents Upload

Client Personal storage

Secure Messaging

Plans Progress Reporting​

Personal Finances Reporting

Add-ons available

Starter

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

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):
10 Free E-sign docs included
£2/doc over free limit
20 Reusable firm templates

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

Integrations available

Starter

Ipipeline Solution Builder

SmartSearch KYC/AML

Professional

Ipipeline Solution Builder​

SmartSearch KYC/AML

Enterprise

Ipipeline Solution Builder​

SmartSearch KYC/AML​

Custom Integrations request

Advance Security & Compliance

Starter

Multi factor login authentication

Separate database per firm

Encryption of data in transit

Encryption of data at rest

Audit Logs

BCP & DR process

Professional

Multi factor login authentication

Separate database per firm

Encryption of data in transit

Encryption of data at rest

Audit Logs

BCP & DR process

Enterprise

Multi factor login authentication

Separate database per firm

Encryption of data in transit

Encryption of data at rest

Audit Logs

BCP & DR process

Features coming soon*

Starter

Report Builder add-on

Professional

Report Builder add-on

Lead generation add-on

Products add-on

Client holdings add-on

Co-browsing Integration

Enterprise

Report Builder add-on

Lead generation add-on

Products add-on

Client holdings add-on

Co-browsing Integration

Q&A

Commonly asked questions

No. You’ll be able to try free for 2 months with no credit card or bank details required. You can purchase the paid 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) — 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 a month from the contract start date unless you stop your subscription.

Annual Term Contract (Best Value) — We charge your card or debit your account every month based on your plan, at a discounted rate. 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 visiting the dedicated customer support site details provided or simple click the help button when you log in to reach us with your support request.

- 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.